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Crossroads Connections

Infor ERP Tips & News from the Experts

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

Crossroads RMC + Avalara…
Crossroads RMC

Crossroads RMC + Avalara…

The BEST way to handle tax compliance

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:
Avalara offerings were a perfect match to solve all of their challenges.

  • Proven integration – Crossroads RMC’s certified connectors to Avalara are top-notch and time-proven
  • Improved employee utilization – Accounting staff can now focus on more valuable, revenue-generating activities
  • AvaTax reports changes in tax rules and nexus obligations, eliminating the need for manual monitoring
  • Avalara Consumer Use facilitates the time-consuming burden of use tax reporting
  • Avalara’s Managed Returns automates returns filing and payments
  • CertCapture streamlines the collection and management of exemption certificates
  • Reduced audit risk – With Avalara in use, auditors can focus on firms who don’t have a compliance plan in place
  • AvaTax delivers guaranteed-accurate address validation and tax rates
  • Returns ensures that all liabilities get paid on time, down to local jurisdictions
  • CertCapture safeguards against missing, out-of-date and inaccurate exemption certs

Contact Crossroads RMC to discuss how Avalara can help you save time, money and avoid the risk of a costly audit. Avalara provides the compliance expertise and Crossroads RMC provides the integration to Infor LN/Baan and Infor LX/BPCS.  800.762.2077

Want to learn more about Avalara’s offerings for Infor customers? https://www.avalara.com/us/en/products/integrations/infor.html

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Tips:  LX | BPCS | M3

This enhancement simplifies access to LX programs that are available through System i Manager (SiM), as well as Workflow for System I (WFi). This provides an easy way to promote common WFi business processes from one LX environment (for example, test or environment) to another LX environment (for example, production). 

LX also provides a set of four-character task codes that can be used within SiM, System i Workspace (SiW), and WFi, for default programs in LX. These predefined LX task codes begin with 0,1,2,3, or 4. Users can specify task codes for their custom programs that are flagged as valid menu options in LX, but these task codes cannot begin with 0,1,2,3, or 4. Users can specify the task codes in Infor LX Object Master Maintenance, SYS625D. This enhancement provides simplified access to LX programs that are flagged as valid menu options in System i Manager and Workflow for System i environments. In SYS625D, The user can also specify task codes in SYS625D for customized programs that are flagged as valid menu options.

Users are no longer limited to backing up or saving files to a tape or diskette.They can now use a Save File (SAVF) to save data and objects. LX programs that perform saves and/or backups were modernized to add a new SAVF option.  

There were numerous places in LX where users are prompted to save a file or library. These screens have options for tape or diskette. Diskette refers to the old 8” diskettes used on System/38. These devices are outdated and virtually obsolete. The current means of saving objects on the IBM i, is through the use of a Save File (SAVF). This compresses the data into a single object that can be saved and is easily transferred between systems.

These objects were modified and/or created for this enhancement:

  • Backup Simulation (FOR630C, FOR630D, FOR630FM, FOR640HT, and FOR630HT)
  • Month End Close (INV903D, INV903FM, INV901C, and INV903HT)
  • Purge YTH/Restore Archived Lots (INV912C, INV912D, INV912DHT, and INV912FM)
  • Purge and Save ITH records (INV932C, INV932D, INV932FM, and INV932HT)
  • Labor Ticket Save (SFC905D, SFC905FM, SFC901C, and SFC905HT)
  • Backup Infor LX Files (SYS700C, SYS700D, SYS700FM, and SYS700HT)
  • Backup Infor LX Programs (SYS710C, SYS710D, SYS710FM, and SYS710HT)
  • Backup Infor LX Source (SYS740C, SYS740D, SYS740FM, and SYS740HT)
  • Save File Name Selection (SYS912D, SYS912FM, and SYS912HT)


Benefit

Use the Backup Simulation to copy a simulation file to a SAVF or tape. Users may want to do this to transfer simulation data from one system to another, from site to site, or to save the data before permanently deleting it from the system.

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Tips: LN | Baan

All actions required for converting, validating, matching, and posting electronically received bank statements can be performed within a single session:

  • Bank Statement Workbench (tfcmg5610m100)
  • Bank Statement (tfcmg5610m000)

Alternatively, you can use the sequence of electronic bank statement sessions outlined below.

Steps to Process Electronic Bank Statements:

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