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

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Infor ERP Tips & News from the Experts

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

Infor LN & Baan Tip: Propagating Unused Sub-Accounts

Kathy Barthelt 0 30382 Article rating: 5.0

You can use this procedure to find accounts that have a valid sub-accounts group but no corresponding general ledger chart account records. This action creates the general ledger chart account record for the account and sub-account combination. This action does not add the accounts to charts.

  1. Select Financials > Global Ledger > Setup > Finance Enterprise Group > Maintenance.
  2. Open the finance enterprise group and click the Sub Account tab.
  3. Select Actions > Propagate Unused Sub Accounts.
  4. Select the finance enterprise group and click OK.

Sub-accounts are added according to group if they have been defined on the accounts. The resulting account can be added to the charts.

Reskilling and Upskilling Your Staff – Why You Shouldn’t Ignore This

Kathy Barthelt 0 15542 Article rating: 5.0

According to the World Economic Forum, half of all employees will require significant reskilling or upskilling by 2025.

For many of you, your Infor ERP system was implemented 5, 10, 15, or even 20+ years ago. Now, there are only a handful of people left from that implementation, if any at all. Since most of your "how and why" walked out the door, how much longer can you rely on “tribal knowledge”? While many companies understand the importance of employee training, implementing that training remains a challenge. What’s the best way to proceed, you ask?

Reskill and upskill your staff with your go-to experts at Crossroads RMC!

Crossroads RMC's consultants deliver highly impactful, focused training that shows an immediate benefit. Contact us to discuss a training plan that is right for your business. Call us at 800.762.2077.

Training & Workshops:

Still not convinced? Check out this article which provides several great reasons to make training a priority for your staff: 12 Benefits of Training Employees In the Workplace.

Infor LN & Baan Tip: Outbound Order Lines

Kathy Barthelt 0 29397 Article rating: 5.0

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:

inPower 2024 - Join Gold Sponsor Crossroads RMC

Monday Sept 23 - Thursday Sept 26, 2024 | The Ingleside Hotel, Pewaukee WI

Frank Petrasio 0 20155 Article rating: 5.0

Crossroads RMC is a ✨Gold Sponsor✨ of the upcoming inPower 2024

Registration is now open. Join us for hands-on workshops, product roadmaps, customer-led and educational deep dive sessions, and more. Many individual vendors will offer specific solutions to make life easier for the Infor LX users. Don't miss this chance to elevate your skills, enrich your network, and shape the future of your business.

​Format: The general flow of the conference will be similar to 2023, with the addition of Enterprise Integrator educational sessions on Monday and expanded educational content on Wednesday, due to popularity in 2023.

Full agenda coming soon! 
Agenda Sneak Peak

inPower 2024 sneak peak slide

đź“… Event Dates: September 23-26 đź“Ť Location: Ingleside Hotel, Pewaukee, WI


🚀 Pricing & Registration>

DON'T MISS - 8 Ways to Modernize your IBM i Product– Topic #3 of 8: Best practices in integration for the office of finance (Part 2)

Thursday, May 30, 2024 - 10am EST | 9am CST | Duration: 30 minutes

George Moroses 0 19564 Article rating: 5.0

Get ahead of the curve with a seamless, comprehensive integration strategy that surpasses other competitive solutions. In part two of this webinar, join our discussion of best practice integration tricks and solutions from a fellow customer’s office of finance. Understand what makes their integration approach effective and review best practices in integrating your IBM i solution to other office of finance solutions (F9/EPM/Birst/GRC).

Hosted by Peg Tuttle from the IBM i podcast, “The Incredible i Show”. 

  • How version upgrades have tightened internal control loopholes.
  • Structural IBM i advancements designed to safeguard your organization.
  • IBM i ecosystem solutions that strengthen both data and access vulnerabilities.

Don't miss this fourth fireside chat, Eight Ways to Modernize your IBM i product – Topic #3 of 8: Best practices in integration for the office of finance (Part 2). Register today!

Register today!

Customer Appreciation Day Giveaway

Crossroads RMC 0 13510 Article rating: 5.0

🎉 Customer Appreciation Day Giveaway 🎉

At Crossroads RMC, our success is built on the trust and support of our amazing customers like you. As a token of our gratitude, we're excited to announce our Customer Appreciation Day Giveaway!

If you've done business with us in 2024 or engaged in a project by 5/17/24, you're automatically entered for a chance to win 1 of 4 prizes from our exclusive giveaway. Three lucky winners will be selected at random to receive a fantastic prize!

🏆 Winner picks 1 of 4 Prizes:

1. KardiaMobile EKG Monitor
2. Mini Projector by NICPOW
3. Solo Stove Tabletop Fire Pit
4. Apple AirTag 4 Pack

Entering is easy:

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Tips:  LX | BPCS | M3

Tips: LN | Baan

George Moroses

What are the biggest struggles manufacturers face with regard to tax compliance?

  • Tracking thousands of SKU numbers that cross taxability rules or vary in taxability based on state
  • Getting the rates right and filing the reports correctly
  • Surviving an audit (which in this business is inevitable)
  • Keeping track of all the smaller jurisdictions and their special districts
  • Ensuring a seamless process that is audit-able
  • Figuring out what is taxable and what isn’t
  • Tracking use tax

As with other manufacturing processes, having a repeatable, consistent process with sales and use tax compliance means automation. Automating sales and use tax compliance with a solution that ensures that consistent, accurate process means a solution that delivers:

  • Accurate sales and use tax calculations for collections that take into account product taxability, location, rules and regulations.
  • An exemption certificate management process that enables digital collection and storage of exemption certificates as well as transaction association and timely renewals.
  • Flow-through returns processing that provides a liability worksheet for review for each return filed, empowering your company to have oversight and visibility to all your sales and use tax liabilities and remittance.
  • Best practices in managing your sales and use tax processes and easy access to all data in case of an audit.
  • Up-to-date sales and use tax rates and information.

Using an automated solution for sales and use tax compliance helps manufacturers and distributors stay up-to-date with the latest changes in sales and use tax information. Consistency, repeatability, and accuracy help to reduce audit risk and potential negative assessments. Critical features to look for in an automated solution:

  • Easy integration with your back-end financial applications and/or inventory management software.
  • Ecommerce integration capability.
  • Geospatial technology to ensure “to the rooftop” level accuracy for locations.
  • Accuracy and speed.
  • Accessibility of information—anywhere, anytime.

Contact Crossroads RMC to learn how the Avalara - AvaTax integration can benefit your company. 800.762.2077​

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