Tag: CloudSuite (Messages)

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Today

7

Forum Question/Topic:

Article:

Does anyone have a CloudSuite EDI 810 Credit Memo touchless process

Categorized as:

CloudSuite
Procure to Pay
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7
RPI just did a killer training for another customer and told them how they can get credits to come through EDI successfully! The credits need to be sent by the vendor with the appropriate Handling Code (Expense Invoice, not Match) and Invoice Type of C for Credit, and they need an ED40.1 record setup to accept Credits from all vendors like below:

ED40.1 Form: List Name Field: L1_I_INVOICE_Type, Lawson Value Field: C, External Value Field: CR


Hope this helps!
RPI just did a killer training for another customer and told them how they can get credits to come through EDI successfully! The credits need to be sent by the vendor with the appropriate Handling Code (Expense Invoice, not Match) and Invoice Type of C for Credit, and they need an ED40.1 record setup to accept Credits from all vendors like below: ED40.1 Form: List Name Field: L1_I_INVOICE_Type, Lawson Value Field: C, External Value Field: CR Hope this helps!
Thank you for answering this question!
Thank you for answering this question!
Thank you so much DJ - could you please confirm this is for CloudSuite, not Lawson, since you had referenced Lawson in your response. Really appreciate it! Jim
Thank you so much DJ - could you please confirm this is for CloudSuite, not Lawson, since you had referenced Lawson in your response. Really appreciate it! Jim
I can have the answer to you on Monday, sorry for the delay
I can have the answer to you on Monday, sorry for the delay
Appreciate it DJ - Have a nice weekend.
Appreciate it DJ - Have a nice weekend.
Good Morning James....the process I provided to you was for v10 but it should also work for CloudSuite as well. A few things have changed with ED40 set ups, but the basic functionality is the same.
Good Morning James....the process I provided to you was for v10 but it should also work for CloudSuite as well. A few things have changed with ED40 set ups, but the basic functionality is the same.
Good morning DJ - Appreciate the help - Have a great day! Jim
Good morning DJ - Appreciate the help - Have a great day! Jim
Tue, March, 23rd 2021

As the first Infor partner to implement multi-tenant CloudSuite across all suites in healthcare, we are privy to what makes a project successful AND how to elevate the operational success of our customers. Check out how we realigned the #chartofaccounts for a children's hospital and brought them across the #CloudSuite FSM finish line... Read more... https://roihs.com/project/success-story-infor-cloudsuite-implementation-finance-supply-chain/

#healthcare Show less...
As the first Infor partner to implement multi-tenant CloudSuite across all suites in healthcare, we are privy to what makes a project successful AND how to elevate the operational success of our customers. Check out how we realigned the #chartofaccounts for a children's hospital and brought them across the #CloudSuite FSM finish line... https://roihs.com/project/success-story-infor-cloudsuite-implementation-finance-supply-chain/ #healthcare
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1
Wed, March, 17th 2021

Want to know what makes ROI unique as an ERP services partner? #healthcare #cloudsuite https://vimeo.com/525137483
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Tue, March, 9th 2021

1

Forum Question/Topic:

Article:

Is anyone else using XM? Would like to have a discussion if so.

Categorized as:

We are in the process of implementing XM, and I would like to speak to anyone who could discuss reporting.
CloudSuite
We are in the process of implementing XM, and I would like to speak to anyone who could discuss reporting.
Delivered Read
1
Loring Kaveney likes this.
Hi Dave. We do have experience with XM and would love to connect to learn more about what you are trying to accomplish. https://roihs.com/contact-us
Hi Dave. We do have experience with XM and would love to connect to learn more about what you are trying to accomplish. https://roihs.com/contact-us
Wed, January, 27th 2021

Infor recently announced CloudSuite Financials & Supply Management (CSF) will now be called Infor Financials & Supply Management (FSM). What other Infor acronyms can Bails help you with? #FSM #Infor #Bails #InforPartner #Cloudsuite Read more... https://t.co/LdfBAVpCz2 Show less...
Infor recently announced CloudSuite Financials & Supply Management (CSF) will now be called Infor Financials & Supply Management (FSM). What other Infor acronyms can Bails help you with? #FSM #Infor #Bails #InforPartner #Cloudsuite https://t.co/LdfBAVpCz2
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Tue, January, 19th 2021

Healthcare finance departments are most successful with Infor when they have a trusted partner who understands their day-to-day purpose within the industry, as well as the ins and out of Infor's S3 and #CloudSuite Financials platforms.
Healthcare finance departments are most successful with Infor when they have a trusted partner who understands their day-to-day purpose within the industry, as well as the ins and out of Infor's S3 and #CloudSuite Financials platforms.
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Mon, December, 21st 2020

Check out a recent Global Human Resource Enhancement: Infor has add Smart Help, a context app for Infor Ming.le users!

Smart Help provides in-context online help with links to Infor online documentation based on the page in GHR or Talent Management being displayed. In addition to online documentation, organization specific documentation or training content created via UAP (Infor User Adoption Platform) can also be loaded. Contact Bails for more information on how to enable  Read more...Smart Help for your organization! #Infor #Smarthelp #GHR #CloudSuite #Bails #InforPartner Show less...
Check out a recent Global Human Resource Enhancement: Infor has add Smart Help, a context app for Infor Ming.le users! Smart Help provides in-context online help with links to Infor online documentation based on the page in GHR or Talent Management being displayed. In addition to online documentation, organization specific documentation or training content created via UAP (Infor User Adoption Platform) can also be loaded. Contact Bails for more information on how to enable Smart Help for your organization! #Infor #Smarthelp #GHR #CloudSuite #Bails #InforPartner
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1
Fri, December, 4th 2020

Are you planning to attend the Great Lakes User Group meeting on 12/11/20? Did you know Infor’s Talent Acquisition has a new and improved look and functionality?

Please plan on joining Bails Senior Application Consultant, Christopher Nola, at the 12:10pm(cst) Session and experience a sample of the latest features within this module. Learn more about the recent enhancements which allow for increased ease of use and greater flexibility to manage your candidates through the hiring  Read more...process, giving you responsiveness and engagement to recruit in a buyer’s market. Stop by our virtual booth and drop your virtual card in the chat for a chance to win an Amazon Gift Card! #INFOR #GHR #Inforpartner #GLUG #Cloudsuite #TalentAcquistion Show less... Show less...
Are you planning to attend the Great Lakes User Group meeting on 12/11/20? Did you know Infor’s Talent Acquisition has a new and improved look and functionality? Please plan on joining Bails Senior Application Consultant, Christopher Nola, at the 12:10pm(cst) Session and experience a sample of the latest features within this module. Learn more about the recent enhancements which allow for increased ease of use and greater flexibility to manage your candidates through the hiring process, giving you responsiveness and engagement to recruit in a buyer’s market. Stop by our virtual booth and drop your virtual card in the chat for a chance to win an Amazon Gift Card! #INFOR #GHR #Inforpartner #GLUG #Cloudsuite #TalentAcquistion Show less...
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1
Mon, November, 23rd 2020

Infor Multi-Tenant HCM CloudSuite Customers—check out what dropped into your system this past weekend with the November Release! Bails HCM consultants are super-excited about the new in-context help: Smart Help for Global HR and Talent Management.

No more searching for documentation—now there are links to the complete online documentation, access to relevant Infor Knowledge Base articles, and the ability to link your own documentation and training content to screens! Also,  Read more...for those using Talent Acquisition, the Candidate Space job boards now enforce the use of a CandidateSpace.zip file, so be sure you are ready for that change! For more information about everything in the November release, go to Infor Concierge > What’s New widget > Global HR and Talent Management. Do you have questions about how to get new features and functionality to work for you? Contact Bails! #Infor #NovemberRelease #HCM #CloudSuite #Bails #InforPartner Show less...
Infor Multi-Tenant HCM CloudSuite Customers—check out what dropped into your system this past weekend with the November Release! Bails HCM consultants are super-excited about the new in-context help: Smart Help for Global HR and Talent Management. No more searching for documentation—now there are links to the complete online documentation, access to relevant Infor Knowledge Base articles, and the ability to link your own documentation and training content to screens! Also, for those using Talent Acquisition, the Candidate Space job boards now enforce the use of a CandidateSpace.zip file, so be sure you are ready for that change! For more information about everything in the November release, go to Infor Concierge > What’s New widget > Global HR and Talent Management. Do you have questions about how to get new features and functionality to work for you? Contact Bails! #Infor #NovemberRelease #HCM #CloudSuite #Bails #InforPartner
Delivered Read
1
Infor MT HCM Customers—do you know what’s in the November Release? Go to Infor Concierge > What’s New widget > Global HR and Talent Management to review and contact Bails to get it all working for you! #Infor #NovemberRelease #HCM #CloudSuite Read more... #Bails #InforPartner https://t.co/bi0Tf6ZyUu Show less...
Infor MT HCM Customers—do you know what’s in the November Release? Go to Infor Concierge > What’s New widget > Global HR and Talent Management to review and contact Bails to get it all working for you! #Infor #NovemberRelease #HCM #CloudSuite #Bails #InforPartner https://t.co/bi0Tf6ZyUu
Delivered Read
Fri, November, 20th 2020

Thank you for joining us at the MidWest Mega User group last week! Didn’t have time to attend our presentation? Attended but just want to watch again? You can find the recording of this presentation on our website or YouTube channel! https://www.bailsllc.com/resources/virtual-education/ or Read more... https://www.youtube.com/channel/UCDZ_4mtdnScSZ0oMqoJmSgQ

Planning for Supply Chain Conversions with Finance Considerations: Supply Chain conversions require coordination between finance and supply chain since the decisions made impact Purchasing, Accounts Payable and Finance departments. This session will provide an overview of the conversion options with the finance impact that should be considered. This session is recommended for both Finance and Supply Chain Users.

Want to talk more about preparing for your Supply Chain implementation? Contact Bails today! #infor #supplychain #cloudsuite #bails #inforpartner #klas #hr Show less...
Thank you for joining us at the MidWest Mega User group last week! Didn’t have time to attend our presentation? Attended but just want to watch again? You can find the recording of this presentation on our website or YouTube channel! https://www.bailsllc.com/resources/virtual-education/ or https://www.youtube.com/channel/UCDZ_4mtdnScSZ0oMqoJmSgQ Planning for Supply Chain Conversions with Finance Considerations: Supply Chain conversions require coordination between finance and supply chain since the decisions made impact Purchasing, Accounts Payable and Finance departments. This session will provide an overview of the conversion options with the finance impact that should be considered. This session is recommended for both Finance and Supply Chain Users. Want to talk more about preparing for your Supply Chain implementation? Contact Bails today! #infor #supplychain #cloudsuite #bails #inforpartner #klas #hr
Delivered Read
1
Missed the MidWest Mega User Group last week? Watch a recording of Bails’ “Planning for Supply Chain Conversions with Finance Considerations” presentation here: #infor #supplychain #cloudsuite #bails #inforpartner Read more... #klas #hr https://t.co/F6OHQEAzHl Show less...
Missed the MidWest Mega User Group last week? Watch a recording of Bails’ “Planning for Supply Chain Conversions with Finance Considerations” presentation here: #infor #supplychain #cloudsuite #bails #inforpartner #klas #hr https://t.co/F6OHQEAzHl
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Wed, November, 11th 2020

Don’t forget, Bails will be presenting at the Midwest Mega User group on 11/12/20! Come hear about Planning for Supply Chain Conversations with Finance Considerations. Both Finance and Supply Chain Users will want to attend! #infor #supplychain #cloudsuite #bails Read more... #inforpartner https://t.co/O1dFVFlBhT Show less...
Don’t forget, Bails will be presenting at the Midwest Mega User group on 11/12/20! Come hear about Planning for Supply Chain Conversations with Finance Considerations. Both Finance and Supply Chain Users will want to attend! #infor #supplychain #cloudsuite #bails #inforpartner https://t.co/O1dFVFlBhT
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Fri, November, 6th 2020

Join Bails at the Midwest Mega Infor/Lawson Virtual User Group meeting on 11/12/20 at 11:15am CST for Planning for Supply Chain Conversions with Finance Considerations. This session is recommended for both Finance and Supply Chain Users. #infor #supplychain #cloudsuite #bails
Join Bails at the Midwest Mega Infor/Lawson Virtual User Group meeting on 11/12/20 at 11:15am CST for Planning for Supply Chain Conversions with Finance Considerations. This session is recommended for both Finance and Supply Chain Users. #infor #supplychain #cloudsuite #bails
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Thu, November, 5th 2020

To watch Bails’ presentations from the Joint East Infor/Virtual User Group Meeting on 10/28/2020, click on these: SC-FSM https://www.youtube.com/watch?v=KXF0BAKVFlo or HCM-TA ! #infor #talentacquistion #cloudsuite #supplychain #bails https://t.co/HquPZuxl3y
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