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Tax Law Changes by the Numbers - Infor LN & Baan Integration to Avalara

Are you up to speed on all of the sale tax changes that could affect your business?

Tax Law Changes by the Numbers
A look at what's changed in 2018-2019

  • 21 states adopted economic nexus as of December 31, 2018, requiring out-of-state businesses with a certain amount of economic activity in the state to collect and remit sales tax
  • 33 states have enforced economic nexus as of June 30, 2019
  • 43 states will enforce economic nexus as of December 31, 2019
  • 7 states had marketplace facilitator sales tax laws as of December 31, 2018, requiring marketplaces to collect sales tax on behalf of their sellers
  • 15 states have marketplace facilitator sales tax laws as of June 30, 2019
  • 28 states will have marketplace facilitator sales tax laws as of January 1, 2020

The trend to tax remote sales is certain to continue, and there will be the normal slew of rate, regulation, and product taxability changes. 

Sales Tax is complicated! Crossroads RMC provides the integration from Infor LN & Baan to Avalara to make it easy. Click Here to Learn More

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Kathy Barthelt

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Tips:  LX | BPCS | M3

TECHNOLOGY: Facility Security Ranges

Previously, a user could complete the Cost Transfer (CST920) process for any range of facilities regardless of their security settings established in SYS600. This enhancement verifies the user security settings set up in SYS600 before processing cost transfers for a range of facilities in CST920. If the user has authority for a facility range, but there are facilities within that range that are not authorized, the program skips those facilities and completes the cost transfer process.

FINANCE: Expiration Date for Quotes and RMAs

A Cancel-by-Date has been added to the Quote Header and RMA Header panels. This optional field can limit how long a quote or authorization to return items for credit is valid.  

For quotes, this enhancement provides an optional end date for the quote. For RMAs, it provides an optional date by which the customer must return the items to receive the credit listed on the RMA.

The Cancel-By-Date prints on the Order Acknowledgement and RMA Acknowledgement to inform the customer of this important limitation to the quote or return authorization. 

An Order Entry user cannot copy the quote to create a new order if the Cancel By Date has caused the quote to expire.

OPERATIONS: Default Split Salesperson to Customer Orders

Sales commissions are based on combinations of the Primary, Split, and Line-Level salesperson and the commission codes defined for the customer and item. You can now define the Split Salesperson in the same master files as the Primary Salesperson. While the Primary Salesperson is mandatory, the Split Salesperson is optional. It defaults during Order Create using the identical hierarchy as Primary Salesperson. Using Split Salesperson provides more flexibility in the calculation of sales commissions. The ability to define a default Split Salesperson improves the accuracy of sales commission qualification and calculation and reduces maintenance and adjustments necessitated by corrections.

Previously, a user could complete the Cost Transfer (CST920) process for any range of facilities regardless of their security settings established in SYS600. This enhancement verifies the user security settings set up in SYS600 before processing cost transfers for a range of facilities in CST920. If the user has authority for a facility range, but there are facilities within that range that are not authorized, the program skips those facilities and completes the cost transfer process.

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Tips: LN | Baan

Often, multiple items are interchangeable even when these are purchased from various vendors. You can use any of these items as material in a bill of material (BOM). If a shortage of a standard material is expected to delay a production order, LN can automatically select one of the alternative materials. You can define up to nine alternative materials for any material in a BOM.

The use of alternative materials has the following advantages:

  • LN can handle material shortages for some items without user intervention.
  • The use of alternative items can reduce the average inventory level.

I know a lot of our customers are considering virtualization projects. I came across this, and thought it might be useful:

The advantages of virtualization include the following:

• You get more out of your existing resources. Pool common infrastructure resources and break the legacy “one application to one server” model with server consolidation.

• You can reduce datacenter costs by reducing your physical infrastructure and improving your server to admin ratio. Fewer servers and related IT hardware means reduced real estate and reduced power and cooling requirements. With better management tools, you can improve your server to admin ratio so personnel requirements are reduced.

• You can increase the availability of hardware and applications for improved business continuity.

• Securely back up and migrate entire virtual environments with no service interruptions. Eliminate planned downtime and recover immediately from unplanned issues.

 

• Gain operational flexibility. Respond to market changes with dynamic resource management, faster server provisioning, and improved application deployment.

The disadvantages of virtualization include the following:

• Virtualization adds overhead to the CPU, memory, IO, and network.

• Virtualization adds an additional layer to the hardware and software stack. Therefore, additional complexity is introduced in the following circumstances:

  • When sizing the physical server.
  • When planning VM capacity.
  • When planning multiple VMs on the same physical server.
  • When investigating performance issues.

 

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