Tag: FSM (Messages)

Events 12
Messages 41
Videos 14

Results:

Fri, June, 4th 2021

Missed Bails’ INFORmative Fridays series this spring? Can’t wait until the next round of webinars in July? You’re in luck! In June, due to popular demand, we’re presenting an Encore Series of webinars each Friday! On Friday, June 11th, join us for an Overview of Spreadsheet Designer for HCM at 11am, eastern, and at noon, eastern, catch Preparing for Financials and Supply Management Changes. As always, Bails experts will be available for 15 minutes at the end of each presentation  Read more...for Q&A! To register, contact Molly Velsaco at molly.velasco@bailsllc.com. #INFORmativeFridays #Infor #Bails #HCM #FSM Show less...
Missed Bails’ INFORmative Fridays series this spring? Can’t wait until the next round of webinars in July? You’re in luck! In June, due to popular demand, we’re presenting an Encore Series of webinars each Friday! On Friday, June 11th, join us for an Overview of Spreadsheet Designer for HCM at 11am, eastern, and at noon, eastern, catch Preparing for Financials and Supply Management Changes. As always, Bails experts will be available for 15 minutes at the end of each presentation for Q&A! To register, contact Molly Velsaco at molly.velasco@bailsllc.com. #INFORmativeFridays #Infor #Bails #HCM #FSM
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Fri, May, 28th 2021

FOMO, anyone? What if your team isn’t just suffering from the FEAR of missing out? What if they actually ARE missing out? Infor recently said that they aren’t seeing as many people take advantage of their free release trainings as expected. These trainings are summarized in a single KB article and are very easy to find once you know where they are! Ensure that you and your #ERP team members never miss out on FREE training for the  Read more...following #Infor products:
• Infor Landmark Technology Runtime (#Landmark)
• Infor HR Talent – Formerly known as Global Human Resources & Talent Management (#GHR, #TM)
• Infor HR Analytics – Formerly known as GHR Analytics
• Infor Financials & Supply Management – Formerly known as CloudSuite Financials (#FSM, #CSF)
• Infor Financials & Supply Management Analytics – Formerly known as CloudSuite Analytics (FSM BI Analytics)
• Infor Financials & Supply Management Birst Analytics (FSM Birst Analytics)
• Infor Mobile Supply Chain Management (#MSCM)
You can link to the article regarding Release Training available on Infor Campus: KB 2161846. While you’re there, be sure and sign up to receive email updates when new Release Training videos are made available! #FOMO #ReleaseTraining #Infor #Bails #InforPartner
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FOMO, anyone? What if your team isn’t just suffering from the FEAR of missing out? What if they actually ARE missing out? Infor recently said that they aren’t seeing as many people take advantage of their free release trainings as expected. These trainings are summarized in a single KB article and are very easy to find once you know where they are! Ensure that you and your #ERP team members never miss out on FREE training for the following #Infor products: • Infor Landmark Technology Runtime (#Landmark) • Infor HR Talent – Formerly known as Global Human Resources & Talent Management (#GHR, #TM) • Infor HR Analytics – Formerly known as GHR Analytics • Infor Financials & Supply Management – Formerly known as CloudSuite Financials (#FSM, #CSF) • Infor Financials & Supply Management Analytics – Formerly known as CloudSuite Analytics (FSM BI Analytics) • Infor Financials & Supply Management Birst Analytics (FSM Birst Analytics) • Infor Mobile Supply Chain Management (#MSCM) You can link to the article regarding Release Training available on Infor Campus: KB 2161846. While you’re there, be sure and sign up to receive email updates when new Release Training videos are made available! #FOMO #ReleaseTraining #Infor #Bails #InforPartner
Delivered Read
Thu, May, 27th 2021

Remittance Advice, Vendor Statements, Receivables and Billing Invoices, Purchase Orders, and Checks! Oh my! Infor’s Document Management product can generate these for you. No more 3rd party solution. Contact Bails to get IDM working for you. #IDM #FSM #Infor #Bails Read more... #InforPartner https://t.co/lTSBnCjfRb Show less...
Remittance Advice, Vendor Statements, Receivables and Billing Invoices, Purchase Orders, and Checks! Oh my! Infor’s Document Management product can generate these for you. No more 3rd party solution. Contact Bails to get IDM working for you. #IDM #FSM #Infor #Bails #InforPartner https://t.co/lTSBnCjfRb
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Fri, May, 21st 2021

To close out Bails’ Tech Best Practices week, we’ll take a look at best practices for Naming Conventions!
While the very best practice is to use the Infor system in its most Vanilla or out of the box state, businesses and business processes are unique! Therefore, most implementations will include at least a few custom processes, business classes, security roles, or configurations. When we do have these customizations, what is the best practice for naming conventions? The easiest  Read more...answer is to include at least business initials in the processes, business classes, security roles, or configurations! For example, if Bails, LLC had a configured EmployeeExport process, we would name it either 'BLLC_EmployeeExport' or 'EmployeeExport_BLLC'. Going even further, which of these two options would be the best? It is a preference, but these do have different effects. For example, the prefix 'BLLC_ makes it easy to keep all of your configurations close together in lists/menus as they will be alphabetically sorted together. On the other hand, the suffix '_BLLC' will keep the configurations close to their out of the box originals. For more questions or help with configurations, contact Bails! #NamingConfigs #Infor #FSM #HCM #Bails #InforPartner Show less...
To close out Bails’ Tech Best Practices week, we’ll take a look at best practices for Naming Conventions! While the very best practice is to use the Infor system in its most "Vanilla" or "out of the box" state, businesses and business processes are unique! Therefore, most implementations will include at least a few custom processes, business classes, security roles, or configurations. When we do have these customizations, what is the best practice for naming conventions? The easiest answer is to include at least business initials in the processes, business classes, security roles, or configurations! For example, if Bails, LLC had a configured EmployeeExport process, we would name it either 'BLLC_EmployeeExport' or 'EmployeeExport_BLLC'. Going even further, which of these two options would be the best? It is a preference, but these do have different effects. For example, the prefix 'BLLC_ makes it easy to keep all of your configurations close together in lists/menus as they will be alphabetically sorted together. On the other hand, the suffix '_BLLC' will keep the configurations close to their "out of the box" originals. For more questions or help with configurations, contact Bails! #NamingConfigs #Infor #FSM #HCM #Bails #InforPartner
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Thu, May, 20th 2021

Most implementations will include at least a few configurations. What is the best practice for naming conventions? A prefix 'BLLC_' keeps them all close together. A suffix ‘_BLLC’ keeps them near the original. You decide! #NamingConfigs #Infor #FSM #HCM Read more... #Bails #InforPartner https://t.co/tLJ7AW0cFp Show less...
Most implementations will include at least a few configurations. What is the best practice for naming conventions? A prefix 'BLLC_' keeps them all close together. A suffix ‘_BLLC’ keeps them near the original. You decide! #NamingConfigs #Infor #FSM #HCM #Bails #InforPartner https://t.co/tLJ7AW0cFp
Delivered Read
Tech Best Practices week continues today with Part II of Menu Configurations Best practices!
• If you want a menu item to be visible, but only actionable when certain conditions are met, use a “valid when (…)” statement to identify the condition that must be met for the menu item to work.
• Wanting to switch the menu item from a delivered page to an external link because you’re using a 3rd party vendor for payroll, for example? Use “//”in front of the row of  Read more...delivered LPL to “turn it off” and then add a row with “link is external https://....” to send the user to the 3rd party system. That way, if you switch off of the 3rd party payroll system and implement the HR Payroll module, the menu connections to the HR Payroll pages are still there and can more easily be restored. Note: This only works in the Web-browser Configuration Console, not Rich Client.
In summary, DON’T DELETE! Spending a little time now to understand the delivered menu code, can make things much easier for you in a later phase when other modules are turned on. If you follow these practices in your menu configurations, those coming after you will thank you! More questions on menu configurations? Contact Bails! #MenuConfigs #Infor #FSM #HCM #Bails #InforPartner
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Tech Best Practices week continues today with Part II of Menu Configurations Best practices! • If you want a menu item to be visible, but only actionable when certain conditions are met, use a “valid when (…)” statement to identify the condition that must be met for the menu item to work. • Wanting to switch the menu item from a delivered page to an external link because you’re using a 3rd party vendor for payroll, for example? Use “//”in front of the row of delivered LPL to “turn it off” and then add a row with “link is external https://....” to send the user to the 3rd party system. That way, if you switch off of the 3rd party payroll system and implement the HR Payroll module, the menu connections to the HR Payroll pages are still there and can more easily be restored. Note: This only works in the Web-browser Configuration Console, not Rich Client. In summary, DON’T DELETE! Spending a little time now to understand the delivered menu code, can make things much easier for you in a later phase when other modules are turned on. If you follow these practices in your menu configurations, those coming after you will thank you! More questions on menu configurations? Contact Bails! #MenuConfigs #Infor #FSM #HCM #Bails #InforPartner
Delivered Read
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Wed, May, 19th 2021

Part II of Menu Configs Best Pract’s: use “valid when (…)” when you want the menu item active and “//” to turn off code when all else fails. DON’T DELETE! Those coming after you will thank you. More questions? Contact Bails! #MenuConfigs #Infor #FSM #HCM Read more... #Bails #InforPartner https://t.co/PPjLpb3J5C Show less...
Part II of Menu Configs Best Pract’s: use “valid when (…)” when you want the menu item active and “//” to turn off code when all else fails. DON’T DELETE! Those coming after you will thank you. More questions? Contact Bails! #MenuConfigs #Infor #FSM #HCM #Bails #InforPartner https://t.co/PPjLpb3J5C
Delivered Read
Mon, May, 17th 2021

It's Tech Best Practices week at Bails! Today we’re looking at Part I of Menu Configurations Best Practices! There are a few best practices when it comes to menu configurations that will prevent heartburn in later project phases:
• If a menu item has “visible when (…)” and a condition in the parentheses, know that that menu item will only show once those conditions are met. These are usually tied to an Org Config page where modules are checked to “turn them on”. Leaving  Read more...these menu items alone rather than deleting them out of the menu, will enable them to show up immediately once those conditions are met, like in a later project phase.
• If a menu item does not have a condition for being visible and there is a desire to hide it for a more streamlined end-user experience, adding in “visible when (false)” hides the menu item without deleting it, so in later phases no one has to compare the current menu configuration to the delivered to figure out if a menu item needs to be added back in to get it to appear. Someone can simply remove/comment out the “visible when (false)” phrase and the menu item re-appears.
Can’t wait for Part II later this week? Contact Bails! #MenuConfigs #Infor #FSM #HCM #Bails #InforPartner
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It's Tech Best Practices week at Bails! Today we’re looking at Part I of Menu Configurations Best Practices! There are a few best practices when it comes to menu configurations that will prevent heartburn in later project phases: • If a menu item has “visible when (…)” and a condition in the parentheses, know that that menu item will only show once those conditions are met. These are usually tied to an Org Config page where modules are checked to “turn them on”. Leaving these menu items alone rather than deleting them out of the menu, will enable them to show up immediately once those conditions are met, like in a later project phase. • If a menu item does not have a condition for being visible and there is a desire to hide it for a more streamlined end-user experience, adding in “visible when (false)” hides the menu item without deleting it, so in later phases no one has to compare the current menu configuration to the delivered to figure out if a menu item needs to be added back in to get it to appear. Someone can simply remove/comment out the “visible when (false)” phrase and the menu item re-appears. Can’t wait for Part II later this week? Contact Bails! #MenuConfigs #Infor #FSM #HCM #Bails #InforPartner
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It’s Tech Best Practices week at Bails! For Menu Configurations, understanding the “visible when (…)” conditions or using “visible when (false)” to hide instead of deleting can prevent heartburn later! Stay Tuned for Part II. #MenuConfigs #Infor #FSM #HCM Read more... #Bails #InforPartner https://t.co/kJJIJG1SPg Show less...
It’s Tech Best Practices week at Bails! For Menu Configurations, understanding the “visible when (…)” conditions or using “visible when (false)” to hide instead of deleting can prevent heartburn later! Stay Tuned for Part II. #MenuConfigs #Infor #FSM #HCM #Bails #InforPartner https://t.co/kJJIJG1SPg
Delivered Read
Fri, May, 7th 2021

Do you have plans on May 18, 2021? We invite you to join us at the Infor East Coast MEGA user group meeting! Bails is excited to be a part of the 2nd virtual gathering of 10 regional Infor user groups. Please join us for the two presentations we will be giving:
• At 1:00p (EST) – The Beginners Guide to IPA’s
o Presented by Jared Brock, Technology Practice Manager and Robert Schmidt, Principal Consultant
• At 2:00p (EST) – S3 Payroll Migration to GHR – Client  Read more...presentation with John Soules Foods.
o Presented by Kellie Gilbert, Director Service Delivery - Bails and Sherry Allen, Senior Accounting Manager, Finance – John Soules Foods
In addition, we hope you will stop by our virtual booth. Our Business Development team will be there to answer any questions and show you how a partnership with Bails can benefit your organization! #Bails #INFOR #ERP #HCM #FSM #GHR #SCM
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Do you have plans on May 18, 2021? We invite you to join us at the Infor East Coast MEGA user group meeting! Bails is excited to be a part of the 2nd virtual gathering of 10 regional Infor user groups. Please join us for the two presentations we will be giving: • At 1:00p (EST) – The Beginners Guide to IPA’s o Presented by Jared Brock, Technology Practice Manager and Robert Schmidt, Principal Consultant • At 2:00p (EST) – S3 Payroll Migration to GHR – Client presentation with John Soules Foods. o Presented by Kellie Gilbert, Director Service Delivery - Bails and Sherry Allen, Senior Accounting Manager, Finance – John Soules Foods In addition, we hope you will stop by our virtual booth. Our Business Development team will be there to answer any questions and show you how a partnership with Bails can benefit your organization! #Bails #INFOR #ERP #HCM #FSM #GHR #SCM
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Thu, May, 6th 2021

Bails invites you to join us at the Infor East Coast MEGA User Group Meeting on May 18. Be sure to attend at 1 p.m. EST: Beginners Guide to IPA’s, and at 2 p.m. EST: S3 Payroll Migration to GHR. Stop by our virtual booth to talk. #Bails #INFOR #ERP #HCM #FSM Read more... #GHR #SCM https://t.co/AQWKnszApa Show less...
Bails invites you to join us at the Infor East Coast MEGA User Group Meeting on May 18. Be sure to attend at 1 p.m. EST: Beginners Guide to IPA’s, and at 2 p.m. EST: S3 Payroll Migration to GHR. Stop by our virtual booth to talk. #Bails #INFOR #ERP #HCM #FSM #GHR #SCM https://t.co/AQWKnszApa
Delivered Read
Wed, April, 14th 2021

Does it seem to take an eternity to activate budget edit templates for your business? Who knew that being “Lazy” can actually save you time and impact your productivity?! Contact Bails for help with processing budget edits. #LazyEdits #FSM #Infor #Bails Read more... #InforPartner https://t.co/hgMlOZtpv1 Show less...
Does it seem to take an eternity to activate budget edit templates for your business? Who knew that being “Lazy” can actually save you time and impact your productivity?! Contact Bails for help with processing budget edits. #LazyEdits #FSM #Infor #Bails #InforPartner https://t.co/hgMlOZtpv1
Delivered Read
Mon, April, 12th 2021

Bails’s Informative Friday webinar series continues this Friday, April 16! Noon EDT: GHR Benefits overview. 1 p.m. EDT: SCM recurring jobs.15 minutes Q&A at the end. To register, email bryan.waters@bailsllc.com. #Bails #InformativeFridays #HCM #GHR #FSM Read more... #SCM #ISD #ConfigConsole https://t.co/vUW6dDTSWd Show less...
Bails’s Informative Friday webinar series continues this Friday, April 16! Noon EDT: GHR Benefits overview. 1 p.m. EDT: SCM recurring jobs.15 minutes Q&A at the end. To register, email bryan.waters@bailsllc.com. #Bails #InformativeFridays #HCM #GHR #FSM #SCM #ISD #ConfigConsole https://t.co/vUW6dDTSWd
Delivered Read
Mon, April, 5th 2021

Tune in to Bails’ Informative Fridays webinar series all month long! April 9 at noon: Symmetry State W-4’s in TM, and at 1 p.m. GL Reconciliation of Subsystems! Email bryan.waters@bailsllc.com to register. #InformativeFridays #Bails #Infor #InforPartner Read more... #GHR #Symmetry #FSM #SCM https://t.co/VYI0oe69JN Show less...
Tune in to Bails’ Informative Fridays webinar series all month long! April 9 at noon: Symmetry State W-4’s in TM, and at 1 p.m. GL Reconciliation of Subsystems! Email bryan.waters@bailsllc.com to register. #InformativeFridays #Bails #Infor #InforPartner #GHR #Symmetry #FSM #SCM https://t.co/VYI0oe69JN
Delivered Read
Mon, March, 29th 2021

It’s back!!! Bails’ Informative Fridays webinar series returns for the month of April!

Join us on April 9th at noon eastern for a look at the integration of Symmetry’s State W-4’s with Infor’s Transition Management module! No more paper state tax forms!

We’ll cover the basics of setup and utilization of this product. If you’ve been wondering about the Symmetry State Tax form product, this is a session you won’t want to miss! Then at 1pm eastern,  Read more...tune in for a Focus Group on standard reports that assist with reconciling Infor Subsystems to the General Ledger. This will be an open forum to allow users to collaborate with their tips, tricks and best practices, with Bails GL experts leading the discussion and giving insight from Bails implementations. And as always, Bails experts will be available for 15 minutes at the end of each presentation for Q&A.

To register, email bryan.waters@bailsllc.com to receive a webinar link. #InformativeFridays #Bails #Infor #Symmetry #HCM #TransitionMgmt #FSM #GLReconcile Show less...
It’s back!!! Bails’ Informative Fridays webinar series returns for the month of April! Join us on April 9th at noon eastern for a look at the integration of Symmetry’s State W-4’s with Infor’s Transition Management module! No more paper state tax forms! We’ll cover the basics of setup and utilization of this product. If you’ve been wondering about the Symmetry State Tax form product, this is a session you won’t want to miss! Then at 1pm eastern, tune in for a Focus Group on standard reports that assist with reconciling Infor Subsystems to the General Ledger. This will be an open forum to allow users to collaborate with their tips, tricks and best practices, with Bails GL experts leading the discussion and giving insight from Bails implementations. And as always, Bails experts will be available for 15 minutes at the end of each presentation for Q&A. To register, email bryan.waters@bailsllc.com to receive a webinar link. #InformativeFridays #Bails #Infor #Symmetry #HCM #TransitionMgmt #FSM #GLReconcile
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