Tag: CloudSuite (Messages)

Articles 18
Blogs 2
Events 25
Groups 4
Messages 136
Profiles 10
Videos 50

Results:

Wed, May, 18th 2022

Attention Public Sector Clients! Are you attending the Amazon Web Services Conference on May 23 -25, 2022? Bails Account Executive, Bryan Waters and Vice President of Client Services, Arden Varney will be in attendance. Learn how and why you should choose Bails to move your organization to CloudSuite. Contact Bryan Waters at bryan.waters@bailsllc.com and we will see you in Washington, D.C.! #Infor Read more... #AWS #Bails #CloudSuite Show less...
Attention Public Sector Clients! Are you attending the Amazon Web Services Conference on May 23 -25, 2022? Bails Account Executive, Bryan Waters and Vice President of Client Services, Arden Varney will be in attendance. Learn how and why you should choose Bails to move your organization to CloudSuite. Contact Bryan Waters at bryan.waters@bailsllc.com and we will see you in Washington, D.C.! #Infor #AWS #Bails #CloudSuite
Delivered Read
Wed, May, 4th 2022

Quick reminder that Bails will be at the INFOR Mid-West Lawson User Group Members (MWLUG) tomorrow (5/5/22)!
Please plan on joining Bails Senior Supply Chain Consultant, George Jones, at the 12 p.m. presentation for Creating & Scheduling Recurring SCM Jobs. Bails Senior Account Executive, Tom Zydel, will also be in attendance. Feel free to reach out to Tom at thomas.zydel@bailsllc.com before, during, or after the meeting to see how a partnership with Bails is beneficial to your  Read more...organization! #Bails #INFOR #MWLUG #ERP #HCM #FSM #GHR #SCM #InforPartner #HRTalent #Cloudsuite #Payroll
 Show less...
Quick reminder that Bails will be at the INFOR Mid-West Lawson User Group Members (MWLUG) tomorrow (5/5/22)! Please plan on joining Bails Senior Supply Chain Consultant, George Jones, at the 12 p.m. presentation for Creating & Scheduling Recurring SCM Jobs. Bails Senior Account Executive, Tom Zydel, will also be in attendance. Feel free to reach out to Tom at thomas.zydel@bailsllc.com before, during, or after the meeting to see how a partnership with Bails is beneficial to your organization! #Bails #INFOR #MWLUG #ERP #HCM #FSM #GHR #SCM #InforPartner #HRTalent #Cloudsuite #Payroll
Delivered Read
1
Wed, April, 27th 2022

Attention INFOR Mid-West Lawson User Group Members (MWLUG)! Are you planning on attending the virtual MWLUG on 5/5/22?
Please plan on joining Bails Senior Supply Chain Consultant, George Jones, at the 12 p.m presentation of Creating & Scheduling Recurring SCM Jobs. Bails Senior Account Executive, Tom Zydel, will also be in attendance. Feel free to reach out to Tom at thomas.zydel@bailsllc.com before, during, or after the meeting to see how a partnership with Bails is beneficial to your  Read more...organization! #Bails #INFOR #MWLUG #ERP #HCM #FSM #GHR #SCM #InforPartner #HRTalent #Cloudsuite #Payroll
 Show less...
Attention INFOR Mid-West Lawson User Group Members (MWLUG)! Are you planning on attending the virtual MWLUG on 5/5/22? Please plan on joining Bails Senior Supply Chain Consultant, George Jones, at the 12 p.m presentation of Creating & Scheduling Recurring SCM Jobs. Bails Senior Account Executive, Tom Zydel, will also be in attendance. Feel free to reach out to Tom at thomas.zydel@bailsllc.com before, during, or after the meeting to see how a partnership with Bails is beneficial to your organization! #Bails #INFOR #MWLUG #ERP #HCM #FSM #GHR #SCM #InforPartner #HRTalent #Cloudsuite #Payroll
Delivered Read
Wed, March, 23rd 2022

9

Forum Question/Topic:

Article:

Does anyone have a CloudSuite EDI 810 Credit Memo touchless process

Categorized as:

CloudSuite
Procure to Pay
Delivered Read
9
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
Hello DJ - Thanks again for your EDI 810 CM process help. Discovered the CloudSuite's current version EDI CM processing only processes qty overage Credit memos, not any other type of credit memo i.e. damaged goods, incorrectly order goods, etc. Do you know how organizations are processing those type of EDI 810 CM's? Appreciate it! Jim
Hello DJ - Thanks again for your EDI 810 CM process help. Discovered the CloudSuite's current version EDI CM processing only processes qty overage Credit memos, not any other type of credit memo i.e. damaged goods, incorrectly order goods, etc. Do you know how organizations are processing those type of EDI 810 CM's? Appreciate it! Jim
Is there any special setup for credits for Service items? Also, since these are EXP invoices, how does the Distribution default in? Do they have to be worked in MA54?
Is there any special setup for credits for Service items? Also, since these are EXP invoices, how does the Distribution default in? Do they have to be worked in MA54?
Wed, March, 9th 2022

2

Forum Question/Topic:

Article:

When is your 2022 User Group Meeting?

Categorized as:

CloudSuite
Delivered Read
2
Jen Underwood likes this.
Hi John, The MWLUG has not yet determined a date for our spring meeting. Hopefully we will have more information on this in the next couple of weeks.
Hi John, The MWLUG has not yet determined a date for our spring meeting. Hopefully we will have more information on this in the next couple of weeks.
Hi John, MWLUG will be holding a Spring Virtual Conference on 5/5/22. Check out our group page for more info. Thanks!
Hi John, MWLUG will be holding a Spring Virtual Conference on 5/5/22. Check out our group page for more info. Thanks!
Mon, November, 22nd 2021

Are you attending the virtual IMSUG on 12/3/21? Feel free to email: mike.snow@bailsllc.com, Bails Sr Account Exec, to see how a partnership with #Bails is beneficial to your organization! #INFOR #IMSUG #ERP #HCM #FSM Read more... #GHR #SCM #InforPartner #HRTalent #Cloudsuite #Payroll https://t.co/Aysm6xeAUY Show less...
Are you attending the virtual IMSUG on 12/3/21? Feel free to email: mike.snow@bailsllc.com, Bails Sr Account Exec, to see how a partnership with #Bails is beneficial to your organization! #INFOR #IMSUG #ERP #HCM #FSM #GHR #SCM #InforPartner #HRTalent #Cloudsuite #Payroll https://t.co/Aysm6xeAUY
Delivered Read
Mon, November, 8th 2021

Attention INFOR Rocky Mountain User Group (@IRMUG) Members! Are you planning on attending the virtual IRMUG on 11/16/21? Bails Vice President of Sales and Marketing, Dave Thomas, will be in attendance! Click here: https://lgug.workoutloud.com/Event/virtual-meeting-landmark-reporting-for-the-end-user-featuring-don-peterson for more information. And reach  Read more...out to Dave.Thomas@bailsllc.com before, during or after the meeting to see how a partnership with Bails is beneficial to your organization! #Bails #INFOR #IRMUG #ERP #HCM #FSM #GHR #SCM #InforPartner #HRTalent #Cloudsuite

 Show less...
Attention INFOR Rocky Mountain User Group (@IRMUG) Members! Are you planning on attending the virtual IRMUG on 11/16/21? Bails Vice President of Sales and Marketing, Dave Thomas, will be in attendance! Click here: https://lgug.workoutloud.com/Event/virtual-meeting-landmark-reporting-for-the-end-user-featuring-don-peterson for more information. And reach out to Dave.Thomas@bailsllc.com before, during or after the meeting to see how a partnership with Bails is beneficial to your organization! #Bails #INFOR #IRMUG #ERP #HCM #FSM #GHR #SCM #InforPartner #HRTalent #Cloudsuite
Delivered Read
Thu, October, 21st 2021

BC:

Forum Question/Topic:

Article:

SOX Compliance - User Access Review (UAR)

We went live on CloudSuite FSM several months ago and are going through our first SOX User Access Review with our external auditors (E&Y). We are encountering some challenges in a couple areas. First, from the User Management area, the only option for a report of all users and their roles is manually creating a csv file. From our interaction with Infor we know of no way to automate this (short of a bot script) or to get the report as a pdf. Since there is manual intervention, this brings  Read more...into question the completeness and accuracy of the UAR. Second, between standard roles and our custom roles we have about 350 roles available through User Management. E&Y has requested a listing of all roles and their description. I have not been able to find a single source (on-line or in documentation) where I can at least get all of the standard roles. I have had to cobble together a list from numerous sources (both online and documentation) to comply with this request. On an ongoing basis there should be a simpler way to get at this information - I dread having to update this for each UAR we have to do. I'm hoping there is someone out there in Inforland who is required to do UARs, preferably with E&Y, who can provide some guidance on how they have tackled these challenges and how they handle the UAR process in general. Thanks for listening... Show less...
CloudSuite
Security
cloud
Financial Management
Technology
We went live on CloudSuite FSM several months ago and are going through our first SOX User Access Review with our external auditors (E&Y). We are encountering some challenges in a couple areas. First, from the User Management area, the only option for a report of all users and their roles is manually creating a csv file. From our interaction with Infor we know of no way to automate this (short of a bot script) or to get the report as a pdf. Since there is manual intervention, this brings into question the completeness and accuracy of the UAR. Second, between standard roles and our custom roles we have about 350 roles available through User Management. E&Y has requested a listing of all roles and their description. I have not been able to find a single source (on-line or in documentation) where I can at least get all of the standard roles. I have had to cobble together a list from numerous sources (both online and documentation) to comply with this request. On an ongoing basis there should be a simpler way to get at this information - I dread having to update this for each UAR we have to do. I'm hoping there is someone out there in Inforland who is required to do UARs, preferably with E&Y, who can provide some guidance on how they have tackled these challenges and how they handle the UAR process in general. Thanks for listening...
Delivered Read
Eric Lopez likes this.
Thu, August, 19th 2021

They can be frustrating (some would say “maddening”), but an organization’s successful administration of a benefits plan is key to the company’s future. Understanding how benefit groups control application functionality is a battle you will appreciate later. In his blog, “The Winds of Plan Changes Are Blowing.” ROI’s dream HCM team is deeply experienced in benefits administration. In this blog, read our views on the functionality within the CloudSuite HCM Benefits navigation  Read more...menu, including “Mass Create Eligibility,” “Mass Enroll in Default Plans,” “Resource Updates,” and “Benefit Plan Updates.” #cloudsuite #inforerp
https://blog.roihs.com/benefits-winds-of-plan-changes Show less...
They can be frustrating (some would say “maddening”), but an organization’s successful administration of a benefits plan is key to the company’s future. Understanding how benefit groups control application functionality is a battle you will appreciate later. In his blog, “The Winds of Plan Changes Are Blowing.” ROI’s dream HCM team is deeply experienced in benefits administration. In this blog, read our views on the functionality within the CloudSuite HCM Benefits navigation menu, including “Mass Create Eligibility,” “Mass Enroll in Default Plans,” “Resource Updates,” and “Benefit Plan Updates.” #cloudsuite #inforerp https://blog.roihs.com/benefits-winds-of-plan-changes
Delivered Read
1
They can be frustrating (some would say “maddening”), but an organization’s successful administration of a benefits plan is key to the company’s future. Understanding how benefit groups control application functionality is a battle you will appreciate later. In his blog, “The Winds of Plan Changes Are Blowing.” ROI’s dream HCM team is deeply experienced in benefits administration. In this blog, read our views on the functionality within the CloudSuite HCM Benefits navigation  Read more...menu, including “Mass Create Eligibility,” “Mass Enroll in Default Plans,” “Resource Updates,” and “Benefit Plan Updates.” https://blog.roihs.com/benefits-winds-of-plan-changes
#cloudsuite #inforerp Show less...
They can be frustrating (some would say “maddening”), but an organization’s successful administration of a benefits plan is key to the company’s future. Understanding how benefit groups control application functionality is a battle you will appreciate later. In his blog, “The Winds of Plan Changes Are Blowing.” ROI’s dream HCM team is deeply experienced in benefits administration. In this blog, read our views on the functionality within the CloudSuite HCM Benefits navigation menu, including “Mass Create Eligibility,” “Mass Enroll in Default Plans,” “Resource Updates,” and “Benefit Plan Updates.” https://blog.roihs.com/benefits-winds-of-plan-changes #cloudsuite #inforerp
Delivered Read
1
Need to learn more about CloudSuite HCM Benefits application functionality? In this blog, ROI explains the functionality within the HCM Benefits navigation menu. #cloudsuite #inforerp https://t.co/fEgZYlAlXS
Delivered Read
Wed, August, 18th 2021

Join us on Thursday, August 26th at 2:00 PM EDT to learn how distributors can improve their customers' experiences with @Infor CloudSuite Distribution. #CloudSuite #DistributionERP https://pages.infor.com/20210826-erp-webinar-cloudsuite-distribution-a-seamless-customer-experience.html?AOI=erp&utm_source=linkedin&utm_source=twitter&utm_content=LinkedIn-Event&utm_content=InfoCorpTwitter&utm_medium=social&utm_medium=social&utm_type=webinar&utm_type=webinar&utm_campaign=23134-091%3FAOI%3Derp&utm_campaign=23134-091
Delivered Read
Tue, March, 23rd 2021

BC:
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
Delivered Read
1
Wed, March, 17th 2021

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

1
BC:

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

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