Please Wait a Moment
X

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

Crossroads Connections

Infor ERP Tips & News from the Experts

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

Crossroads RMC

Sales Tax Isn't an Issue for Us

Infor LX | BPCS | Infor LN | Baan

"Sales tax isn't an issue for us because all of our customers are exempt."   - Finance Manager, Manufacturing Co.

ARE YOU SURE YOU'VE GOT IT RIGHT?

One of the biggest misconceptions companies have in the manufacturing and distribution industries is that when you don’t charge sales tax, you don’t need to be concerned with sales tax compliance. In the post-Wayfair world, it is paramount for businesses to understand their nexus and the implications of that nexus.

Here are some questions you should be asking yourself to make sure you've got it right:

  • Are you selling into states you are not currently filing a sales tax return in? (including exempt sales)
  • Could your sales tax return process be improved?
  • Is your exemption certificate process audit-ready?

Learn more on Avalara's blog:


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, Infor LX, Baan, and BPCS.  800.762.2077

Get a demo



Previous Article Is Your ERP System Hurting Your Business?
Next Article Infor LX & BPCS Tip: Ensure Correct Tax Code Usage on AP Invoices with this New Enhancement in LX
Print
13459 Rate this article:
5.0
Crossroads RMC

Crossroads RMCCrossroads RMC

Other posts by Crossroads RMC

Theme picker

Contact author

Please solve captcha
x

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.

12345678910Last

Theme picker

Tips: LN | Baan

It’s almost that time of year – AND with Crossroads RMC and Avalara, you can e-file your 1099s and other forms simply and easily!

If you plan to e-file more than 2,500 forms this year, please let us know and we’ll connect you with our Avalara representative for custom pricing. Otherwise, the link below is completely self-service. Watch the short YouTube video at the bottom of the linked page for a quick walk-through tutorial, and you’ll be ready to get started immediately!   

Learn more> Avalara 1099

First1213141517192021Last

Theme picker

Categories