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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

Get Tax Compliance Right in 2021!

Webinar: February 9, 2021 1:00 PM CST / 2:00 PM EST

Crossroads RMC 0 28578 Article rating: 5.0

We brought in our partners at Avalara to make sure you are up-to-speed on recent sales and use tax changes and ready for those to come in 2021. We’ll cover:

  • The impact of COVID-19 in 2020 and its influence on 2021
  • Why understanding economic nexus and its triggers is more important now than ever
  • New tax obligations resulting from increased marketplace sales
  • The international market and changes to cross-border e-commerce compliance
  • Answers to your questions – live!

Date/Time: February 9, 2021 at 11 AM PST / 1 PM CST / 2 PM EST
Duration: 45 minutes
Cost: Free!

Don’t miss this in-depth review of the 2020 sales tax changes you need to know about in order to have a successful 2021.

Register Today>

What is manual tax compliance costing your business?

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Why automate tax compliance?
The better question is: Why burden your business with something so complex and tedious when it can be solved with software in the cloud?

Decrease the high cost and drain on your business
Employee time and expertise are expensive

Without automation, your tax professionals are probably buried in endless tasks that could be offloaded. Every hour spent on tax management is an hour lost on other (more important) parts of your business.

Manual Vs. Automated Tax Management Calculator>

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

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

George Moroses 0 28424 Article rating: 5.0
  • 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:...

Infor LX & BPCS: What are your production orders telling you?

George Moroses 0 28343 Article rating: 5.0

Measure what you want to improve.

Six simple words, but put together they convey a powerful concept that can transform manufacturing companies. It’s a basic concept that’s hard to argue with: Collect data, see where the data leads you, and make changes that have a positive impact on the data. Repeat often.

If your company is manufacturing a product, you’re more than likely creating manufacturing variances. These variances tell managers...

Is Your Infor ERP System the Elephant in the Room?

Crossroads RMC 0 31206 Article rating: 5.0

The Infor ERP Elephant in the Room That Must Be Addressed

In a recent survey of Infor ERP customers, we discovered that 50% of respondents said that they did not know whether or not their ERP system had the features and functionality required for their business.  50%....1 out of every 2……not good.

Why is this the case? Well, the causes can be traced back to one of the following reasons:

  • A key-person has retired or left the company and their knowledge left with them.
  • Systems were implemented based on how the previous system worked.
  • Upgrades and implementations were viewed as a “technical upgrade”, meaning that the upgrade was done to get off an old or outdated platform. The new version wasn't researched, its functionality was unknown and no one was trained on it.

You may say “So what? Who cares if our team doesn’t know what else is available, or how the rest of the ERP system functions? Does it really matter?”

Yes - It matters more than you think.... 

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Tips:  LX | BPCS | M3

Item Facility Master has a new attribute to define the override inspection days lead time CICP.ICINSD.

  • When an item facility has a defined override inspection days lead time, that value will be used instead of the system parameter inspection days lead time.

MRP exception report, MRP200B
Purchase planning report, PUR285B
Purchase order / Requisition maintenance, PUR500D3
Purchase order consolidation / release, PUR640B1
Vendor splits, PUR653B

This enhancement improved the subfile utilized in MRP320D Master Schedule Detail Inquiry -SCR001 by expanding the subfile with data rather than clearing the subfile as user pages. This change provides full support for the WebTop 4.8 Grid decorator.

This enhancement updated the approach used to populate the subfile to allow a deployed Webtop Grid to function correctly. There is no visible or user-impacted change to the way the program functions.

This enhancement provides improved functionality and full support of a Webtop grid applied to the subfile.

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Tips: LN | Baan

Kathy Barthelt

Infor LN & Baan Materials Tips: Serialized and Lot Controlled Items

Serial and Lot are additional characteristics/properties of Items that can be used to uniquely or collectively identify and track the item along with its Item code. Any Item can be made as Serialized and/or Lot controlled by choosing options "Serialized" and "Lot Controlled" in Items-General session under traceability section on the Details tab.

Further in Items-Warehousing data under the Identification tab, you can enable "Lot Tracking", "Lot in Inventory", "Serial Tracking" and "Serial in Inventory" which enables tracking of the Items. You can also define if the Item is "Serial/Lot not in inventory" then where you want to record the serial and lot details in the transactions like "Direct Delivery", "Receipt", "Transfer", "Register during As-Built, Service and Maintenance".

Below are some topics related to Serialized and Lot Controlled Items that will be useful:

Convert non-Serialized Item to Serialized and non-Lot Controlled item to Lot Controlled and Vice Versa

If Item is created as non-Serialized and/or non-Lot controlled... To change them to Serialized or Lot Controlled, here are some standard Sessions that can be used:

1.Convert (to) Serialized Item (whltc5201m000) can also be accessed from Item-Serials and Warehouses session's Specific Menu.

Note: Once Item is marked or converted as Serialized, it is not possible to revert the item to non-Serialized Items using this session. If any Item has to be converted to non-Serialized, then some Knowledge articles are available to show workaround steps.

2. Convert (to) Lot Item (whltc1202m000) can also be accessed from Item-Lot session's Specific Menu.


Related KB Articles:

2121795 - Item non-Serialized (Not Serial In Inventory) to Serialized (Serial In Inventory) Conversion.
692338 - Is it possible to convert a Serialized Controlled Item into a Not Serialized Controlled Item?
2057953 - Unable to convert a Lot Item to Serialized Item.
723772 - Blocking Message when Trying to Change a Non-Serialized Item to a Serialized Item.
1960873 - Register Serial Issue During As-Built Automatically Set after Converting to Serialized Item.
1134182 - Convert Item to Lot Controlled.
2084394 - Not able to convert Not Lot Controlled Item to Lot in Inventory.
1634725 - Procedure to covert (to) Lot Item (WHLTC1202M000) without using mask.
1009296 - Convert to LOT Item triggered multiple lot numbers. What is the logic behind?
1968968 - Lot Price Not Set after Conversion from Not Lot Controlled to Lot Controlled.
1852794 - Change Lot Type of an Existing Lot.
1634723 - How to enable "Lot" field in the session "Convert (to) Lot Item (whltc1202m000)".

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Kathy Barthelt

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