Infor10 Distribution Business (SX.enterprise) Tips & Slices: Keyboard Shortcuts

A great way to increase productivity on Infor10 Distribution Business (SX.enterprise) is to learn keyboard shortcuts. Reduce the amount of time spent moving from the keyboard to the mouse by trying some of these handy tricks! 

• With any windows application, you can always hold down the ALT key along with the underlined character in the menu bar to access that drop-down menu from the keyboard. The same is true for SX.enterprise!
• In addition, from any program within SX.enterprise you can return to the Navigator by simply hitting <CTRL> <HOME> and you will return to this screen.

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Infor10 Distribution Express (FACTS): Job Stream

Job Stream is available on every Infor10 Distribution Express (FACTS) system. Job Stream enables you to pre-define reports with their appropriate settings, and then run these reports as needed on a repetitive basis.

Good candidates for Job Streams include reports that are run weekly for the sales force and reports that are run at every month end prior to closing. Follow the easy steps below to implement Job Stream.

1. The first step is to go into each report and set up a Report Template (covered in last issue of FACTS Tips & Slices). Include the email addresses in the template if you intend to email the reports with the Email module.

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Infor ERP TakeStock Tips & Slices: Sales Analysis Exports to Excel

E&A frequently fields requests from Infor ERP TakeStock customers concerning how to export their Sales Analysis data to Excel in a way that takes advantage of the many analysis tools offered by Excel; including colorful charts and graphs, pivot tables, data sorts, etc.

The Export to MS Excel feature found on the SA Reports menu allows you to quickly and easily export sales analysis data to Excel. This feature is very similar to using a TakeStock report template. Simply choose the filters, sorts, and fields you want to see in your Excel worksheet and click RUN. All of the data matching your criteria is sent directly to Excel! As with report templates, you can save your selections by name and re-run the export as needed without having to make the selections each time you need to export the data.

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