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Tag: ERPDevelopment (Messages)
Messages 17

Results:

Wed, April, 2nd 2025
Nick Olson Infor LX User Group
BC:
Automate Data Defaults & Validations 🛡
When working with extension files in IDF, you're often capturing custom fields and business-specific data. But without proper defaults and validations, you risk introducing bad data into critical processes.

Here’s how to bring automation and control into your extension file logic:

📌 Set Default Values – Populate extension fields automatically based on context.
Example: If you're adding a custom inspection  Read more...status to a new item, default it to Pending when the item is created.

📌 Enforce Validations – Ensure only valid values are saved.
Example: If your extension includes a priority code, restrict it to valid levels like 1–5, and reject any out-of-range values.

📌 Use Conditional Edits – Drive logic based on related base object values.
Example: If an Item is flagged as Prototype, prevent users from selecting a standard cost type in the extension file.

✅ These smart rules ensure that custom fields behave just like standard ones—reliable, consistent, and audit-friendly.

💡 Pro Tip: Combine extension file logic with logical attributes and actions to drive even deeper automation—like flagging incomplete records or prompting user alerts during key transactions.

Extension files give you flexibility—defaults and validations make sure you use that power responsibly.

How are you enhancing your extension files? Let’s swap ideas! 👇
#InforIDF #ExtensionFiles #DataValidation #ERPDevelopment #CustomLogic Show less...
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Thu, March, 27th 2025
Nick Olson Infor LX User Group
BC:
Build Strong Object Relationships 🔗
Establishing proper object relationships in IDF ensures seamless navigation and accurate data retrieval. Here are key relationship types:

📌 1-to-Many (Parent-Child) – Example: A Customer can have multiple Orders.
📌 Many-to-One (Lookup) – Example: An Order Line is linked to an Item Master.
📌 Code File Relationships – Ensure dropdown lists work properly.

A well-structured relationship model allows: Read more...
✅ Faster Data Access – Reduce queries and errors.
✅ Better UI Navigation – Quickly jump between related records.
✅ More Accurate Reports – Prevent missing or duplicated data.

If your relationships are messy, your system suffers! Need help setting them up? Let’s discuss in the comments! 👇 #InforIDF #DataModeling #ERPDevelopment Show less...
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Latest msg: Another key consideration when defining relationships is the 'Bidirectional' option. Nick provided the example of a 1 to Many relationship from a Cus... from David Rapacz, on 03/27/2025
Wed, March, 19th 2025
Nick Olson Infor LX User Group
BC:
Logical Attributes for Smart Calculations 🧠
Storing redundant data in your database can lead to performance issues, extra storage use, and increased maintenance efforts. Instead, leverage Logical Attributes in IDF to dynamically compute values rather than storing them.

🔹 Example: Instead of storing On Hand Balance as a static field, create a Logical Attribute:
📌 On Hand Balance = Adjustments - Issues + Opening Balance + Receipts

Why Use Logical  Read more...Attributes?
✅ Real-time updates – Automatically recalculates when data changes, reducing manual corrections.
✅ Saves database space – Eliminates unnecessary storage of derived values.
✅ Simplifies maintenance – No need to update multiple records when transactions are processed.

💡 Use Case: If a warehouse receives inventory or processes returns (Receipts & Adjustments), or if goods are issued out (Issues), the On Hand Balance updates dynamically, ensuring accurate stock visibility without manual intervention.

🚀 Implementing Logical Attributes optimizes performance, reduces errors, and ensures accurate data across all IDF objects.

What calculations have you automated using Logical Attributes? Let’s discuss! 👇
#InforIDF #DataOptimization #ERPDevelopment #SmartData #InventoryManagement Show less...
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Nick Olson Infor LX User Group
BC:
Customize IDF UI for Better User Experience 🎨
A well-organized UI in IDF can make or break productivity. A cluttered, disorganized interface leads to confusion, slower workflows, and more errors. On the other hand, a well-structured UI helps users quickly find what they need, boosting efficiency and data accuracy.

Here’s how to enhance the user experience in IDF:

✅ Use Compound Cards – Combine related data in one place. Example: Instead of switching  Read more...between multiple views, create a Customer Master Card that includes customer details, addresses, and recent orders in one view.

✅ Apply Presentation Schemes – Highlight critical fields with colors & styles. Example: Show Closed Orders in red or highlight high-priority orders in bold to help users spot them instantly.

✅ Rearrange Attributes – Place the most frequently used fields at the top of a card or list view. Example: Move “Order Status” above “Notes” to reduce unnecessary scrolling.

✅ Use Column Breaks & Indents – Improve readability by grouping related fields. Example: In an Order Entry screen, separate Shipping Information from Billing Details using column breaks.

🔹 Pro Tip: Keep UI consistent across different objects—users should feel familiar with navigation across different modules in IDF.

A clean and intuitive UI ensures users find what they need fast, reducing training time, errors, and frustration.

Have you customized your UI in IDF? What’s your favorite UI trick? Share below! 👇
#InforIDF #UserExperience #ERPDevelopment #UIOptimization Show less...
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Latest msg: Yes, Click the Binoculars next the the Available attributes and check the boxes for the additional fields. from Nick Olson, on 03/19/2025
Thu, March, 6th 2025
Nick Olson Infor LX User Group
BC:
Streamline Object Creation in IDF 🛠
Working with Infor Development Framework (IDF)? Efficient object creation is key to success! Whether you're setting up a Customer Master, Order Header, or any custom object, following a structured approach ensures data consistency and seamless integration.

Here’s a six-step blueprint to create new objects the right way:

✅ Define the Object – Give it a clear name and purpose. Example: If you're creating a Product  Read more...Master, ensure the object name is intuitive and follows naming conventions.

✅ Define Attributes – Identify key fields (e.g., Item Number, Description, Unit of Measure) and ensure attributes are formatted correctly. Consider Logical Attributes for calculated fields instead of storing redundant data.

✅ Establish Relationships – Link objects logically. Example: A Customer Master object should have a 1-to-Many relationship with Order Headers.

✅ Set Up the UI – Design views and cards for easy access. Prioritize user experience by organizing fields logically, using tabs, column breaks, and tooltips for better usability.

✅ Define Actions – Automate repetitive tasks. Example: Set up an Order Lookup action that directly pulls related order lines from the Order Header object.

✅ Generate Server Code – Save, commit, and deploy! Regularly test your object in a staging environment before going live to prevent errors.

🔹 Pro Tip: Always use consistent naming conventions for attributes and relationships. A well-structured object makes data retrieval, reporting, and maintenance much easier.

Skipping steps can lead to data inconsistencies, missing relationships, and a poor user experience. Take the time to set up objects correctly, and you’ll save hours of troubleshooting later!

What’s your biggest challenge when creating new objects in IDF? Drop a comment below! 👇 🚀
#InforERP #IDFTips #ERPDevelopment #DataModeling Show less...
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Latest msg: @gabrieldunn That is an inconvenient reality. There are many cases where this would be helpful. from Nick Olson, on 03/06/2025

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