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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  • CertCapture safeguards against missing, out-of-date and inaccurate exemption certs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

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

You may have started your setup of your ERP system one way, and have discovered over time that maybe it no longer fits how you need to do business. Here are some pros/cons to consider for a Single Finance / Multi-Logistic setup. 

 Pros
All accounting functions are centralized into one company.  One balance sheet is generated – even though multiple logistics sites are involved.  Income statements can be generated by logistic company via use of a Dimension to represent the logistic company.

Allows logistical functions to be decentralized within one legal entity – if this is what is desired.

Logistics data not visible across companies – pro if you do not want users to see other company’s data.

 

Cons

You may have started your setup of your ERP system one way, and have discovered over time that maybe it no longer fits how you need to do business. Over the next few weeks, I’ll be providing some pros/cons to consider for different company setups.

Pros/Cons of Single Finance / Single Logistic Company Set-Up

Pros
Easy to implement and to maintain.
No risk of processing data for another company.
Data not visible across companies – pro if you do not want users to see other company’s data.
Cost Prices can be different for the same item in the different logistics companies.
Easy to add or remove companies when companies are bought or sold.
Accounting functions are all separate by company. – Pro if each finance company is managed separately.
 

 

Cons
Decentralized operations – purchasing, sales, manufacturing, planning, warehousing, etc.
User must go in and out of companies if there is a need to view or create transactions in more than one company.
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