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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

Streamline Your Audit Process: How Crossroads RMC and Avalara Ensure Compliance and Confidence

Crossroads RMC 0 2877 Article rating: 5.0

Be Audit Ready with Crossroads RMC and Avalara

Managing reports and preparing for audits can be incredibly time-consuming and laborious. It involves extracting data from multiple sources, consolidating information, and rectifying any discrepancies. These tasks often drain resources away from revenue-generating activities.

Fortunately, Avalara offers a comprehensive solution with robust reporting capabilities, drastically reducing the time required for these processes from weeks or months to mere minutes...

Crossroads RMC + Avalara…

The BEST way to handle tax compliance

Crossroads RMC 0 5759 Article rating: 5.0

A CASE STUDY

The Company:
A supplier of fabricated steel equipment to large food service firms such as Starbucks, Subway, and Walmart.

The Challenge:
This supplier needed to find a better way to handle tax compliance. The supplier’s legacy tax software was incompatible with their ERP. This led to:

  • The required upgrade to the latest Infor ERP version without having a pre-built, certified, fully-functional connector
  • The reliance upon labor-intensive, error-prone manual processes
  • Inaccurate customer addresses
  • Uncertainty around product and service taxability, as well as nexus
  • Increased audit risk


The Solution:

LX User Group Event: Infor Partner Spotlight | Crossroads RMC

Tuesday, May 10 | 12:00pm - 1:00pm ET

Crossroads RMC 0 10763 Article rating: 5.0

LX User Group Event

Tuesday, May 10 | 12:00pm - 1:00pm ET
Infor Partner Spotlight | Crossroads RMC

Come hear recent success stories with Crossroads RMC's software MES Ultimate, Analytics Dashboard, and Avalara's interface, along with consulting services that focus on a joint upgrade and MES project with Infor.

Register now →

3+ Reasons to Invest in Automated Tax Compliance with Crossroads RMC & Avalara

Crossroads RMC 0 14353 Article rating: 5.0

Without automation, your tax professionals are buried in endless tasks that should be offloaded. Every hour spent on tax management is an hour lost on other, more important, parts of your business. Then, of course, there is the audit risk, UGH!

Crossroads RMC and Avalara provide seamless integrations to Infor LN (ERP LN), Baan, Infor LX (ERP LX), and BPCS.

Want to learn how automating tax compliance can benefit your company? Click on each success story below to find out how a partnership between your organization, Avalara, and Crossroads RMC can be a HUGE WIN for your business!...

Infor ERP Tip of the Week: 5 Steps to Managing Sales Tax

Infor LX | BPCS | Infor LN | Baan

Crossroads RMC 0 22399 Article rating: 5.0

The world of sales tax is constantly changing and can be extremely confusing, but getting it right is crucial to your company’s success. As your business evolves, your sales tax obligations may also change. Through it all, there are typically five steps involved in maintaining sales tax compliance. Review the steps below to understand your complete sales tax picture.

Step 1: Know where your business must collect...

Understanding Taxability Rules Is Key To Sales Tax Compliance

Avalara for Infor LN | Baan | Infor LX | BPCS

Crossroads RMC 0 21095 Article rating: 5.0

Product taxability may seem straightforward because there are generally only two options: taxable or exempt. Yet that seemingly simple contrast fails to truly capture the inherent complexity of sales tax compliance. In fact, it’s a multistep process that starts with determining where a business has sales tax nexus. Knowing whether the products or services one sells are taxable or exempt is critical to the compliance process, from start to finish.

The good news is that you don’t have to be a tax expert, nor do you need to stay up on the latest tax rules and regulations in each state or country where you do business. Avalara handles all of this for you and Crossroads RMC provides the integration to Infor LN, Infor LX, Baan, and BPCS to make staying compliant a no-brainer.

Want to learn more?...

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Tips:  LX | BPCS | M3

Spreadsheets are often the tool of choice for many organizations to store and arrange information for financial planning, analytics, compliance, and more. Ironically, for many business processes that involve managing data, it creates the exact opposite effect––silos of information and inefficiency. And because it stores organizational data in a readily sharable way, there is a high risk of exposing confidential information.

Read this Infor best practice guide to discover the top five business processes that a modern data and analytics architecture can automate and deliver far more value than spreadsheet-driven techniques.

Infor Best Practice Guide: 5 Ways Modern Analytics Reduces Spreadsheet Risk and Inefficiency

How do I know which orders are on hold? – Pick Release / Pick Confirm

Orders that are on credit hold, customer hold, user hold, margin hold, credit card hold, or pricing hold cannot be selected for Pick Release or Pick Confirm. The ORD952B, Orders Not Selected Report, can be requested at Pick Release or Pick Confirm to list any order that would normally qualify for selection, but has been excluded for other reasons, and to print that reason. ORD952B has been modified to validate the hold status of the original customer order, instead of the intercompany automation warehouse order that is being processed, and to print a reference to the original customer order along with the reason.

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Tips: LN | Baan

When the originating order or order line of an outbound order line is canceled or changed, this affects the outbound order line and may impact the related outbound advice, shipments, or shipment lines.

For most order origins, warehousing order-type parameters determine whether these actions are allowed:

  1. Update the outbound order line if the originating order is changed.
  2. Cancel the originating order line and the outbound order line.
  3. Delete the canceled outbound order line.

Updating Outbound Order Lines

  • Allowed:

A serialized item is a physical occurrence of a standard item that is given a unique lifetime serial number. This enables tracking of the individual item throughout its lifetime, for example, through the design, production, testing, installation, and maintenance phases. A serialized item can consist of other serialized components.

In Service, a serialized item can be a customer-specific or owner-specific installation. Installation groups are a group of installations/serialized items such as photocopiers, computers, air conditioners, forklifts, lathe machines, and even aircraft.

A serialized item is identified by both the item code and serial number. You can set up the mask used to generate the serial numbers so the serial number includes some fields of the item data, such as the item group and the manufacturer.

In a multi-company structure, the companies can share the serialized item data. All the service departments in the various companies can refer to the same serialized items.

The serialized item can originate from a sales order or a project. The details of a serialized item indicate their origin, for example, by using specific sets of serial numbers for items that originate from sales orders and from projects. Serialized items can also originate from an as-built structure or directly from the production bill of material in Manufacturing.

In Service...

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