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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

Understanding Taxability Rules Is Key To Sales Tax Compliance

Avalara for Infor LN | Baan | Infor LX | BPCS

Product taxability may seem straightforward because there are generally only two options: taxable or exempt.
Yet that seemingly simple contrast fails to truly capture the inherent complexity of sales tax compliance. In fact, it’s a multistep process that starts with determining where a business has sales tax nexus. Knowing whether the products or services one sells are taxable or exempt is critical to the compliance process, from start to finish.

The good news is that you don’t have to be a tax expert, nor do you need to stay up on the latest tax rules and regulations in each state or country where you do business. Avalara handles all of this for you and Crossroads RMC provides the integration to Infor LN, Infor LX, Baan, and BPCS to make staying compliant a no-brainer.

End-to-End Sales Tax Automation by Avalara



Want to learn more?

Join us on Tuesday, February 9th for a free presentation by tax compliance experts at Avalara.

We’ll cover:

  • The impact of COVID-19 in 2020 and its influence on 2021
  • Why understanding economic nexus and its triggers are 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!

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>

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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

Customers who use the Projected Shipments concept, and with that the Shipment Planning Workbench, require more flexibility in modifying outbound order lines before projected shipments are generated. The most important requirement is the option to change item quantities, which is a typical instrument to react on specific circumstances such as truck size and inventory situation. A Shipment Planning tab has been added to the Outbound Order Lines to enable users to perform shipment planning activities in terms of quantities and dates.

The RFQ Comparison Workbench (tdpur8366m000) session has been introduced to compare bidder responses and select the best deal from the existing combinations. The bidder combinations are displayed based on the total amounts or the criteria set defined on the selected request for quotation (RFQ). Users can use the session to:

• Filter the best response from the suppliers or bidders

• Determine the best responses based on Total Amount

• Determine the best responses based on Criteria Set

This session can be started from a specific RFQ or from the RFQ tab in the RFQ (tdpur8310m000) session. Initially, the session is not available on the menu, but users can add it to the menu.

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