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Wednesday, September 6, 2017

Infor VISUAL ERP Tip | Edit custom user-defined forms

Did you know that you can edit custom user-defined forms in VISUAL?

Do you use custom user-defined forms in VISUAL 7.0+, such as in Purchasing or Customer Order Entry?

Don't you wish the radio button that reads "User-Defined 1" would say what it means to "Legal Advice" or "Hazardous?"

Well, it can!

  • Go to the Admin --> Preference Maintenance "Purchasing" section. 
  • Then, you will see the Entry column"RenameAckUD1." 
  • Enter the radio button title of your choice into the Value column next to the "RenamAckUD#" 

Then, create the forms VMPURUD1.QRP and VMPURUD2.QRP like you normally would.

And presto!

This works in Order Entry, Shipping Entry, and other windows. You will find an entry similar to "RenameAckUd1" the sections that support this custom editing.

This VISUAL ERP tip was brought to you by BizTech VISUAL Consultant, Paul Turnberg. 

Wednesday, August 30, 2017

Mistakes most companies make purchasing CRM software: And how to avoid them

This blog article was originally posted by Mark Perone of Simplesoft Solutions
Business Progress is the alignment of Marketing, Sales and Customer Service activity, creating more revenue at lower operating costs.
Deciding on a product for managing customer account information is not as easy as it seems. Considering all the advertisements claiming “Ease of Use” and “Quick Implementation,” CRM should basically run itself! Many times, these descriptions tap into what you think you want, headed up with glossy advertising. Naturally, you head in the direction of selecting the system that says it is easy to implement and use, with plans of keeping your current approach to customer information consolidation.

The truth of the matter is, you will spend a lot of time and money on a system you will probably never fully understand. Recreating your organization's current style of contact management in a new product is a failing endeavor. How you approach a CRM purchase drives the outcome of system use.

Let’s take a look at how the majority of companies add CRM to their suite of company software. 

 Buying a Customer Relationship Product (CRM)
 Canned Sales Process to sell a CRM product

After doing some light searches for Account Information Management, Contact Management, Customer Relationship Management, CRM, or any other variation, you happened on a number of highly marketed CRM software products. was probably at the top of most of these searches. After a “Contact Us” page was submitted, the $8.3 Billion company,, played you a canned sales process, consisting of your self described pain points. The representative prospected you with your own biggest issues and limited the discussion to as little time as possible. Generally, a series of 'soft closes' are used to handle resistance and perception check your readiness to purchase. After consistent, persistent follow-up, a CRM product sale is made. CONGRATULATIONS! You are now ready to work better, faster, stronger, and longer with greater results! is the best CRM product marketing company on the planet. They have grown exponentially since 1999. Their sheer volume of CRM sales, in a multitude of front office applications, is astounding. They service organizations from small business, impulse CRM product purchasers, to enormous enterprise implementers like Victoria's Secret. has “Seamless” third party connectors, which are certified to a professional standard and endorsed by Salesforce certification. With all of this information and all of the companies purchasing Saleforce CRM product(s),why wouldn’t this Customer Relationship product be the ultimate answer for every business?

CRM Strategy starts with understanding what business consulting is needed to align Customer Relationship Management with business case use.

Finding a CRM Solution, Not Just another Mediocre Product

Unfortunately, there is a disconnect in the software industry. CRM and software providers, on the whole, sell products. They are especially good at selling CRM products to selection consultants representing organizations buying products. A CRM product sale is convenient and instantly gratifying, especially when a consumer is convinced a product is what they should buy.

Understanding that a business doesn’t know, what it doesn’t know is the first step in the right direction. Taking a look at the effects of CRM on all levels of an organization redefines the type of software purchased. Unlike software that works for only one division of an organization-- accounting, for example-- customer relationship software generally encompasses three critical divisions in a company: Marketing, Sales, and Customer Service.

Because customer “Relationship Management” spans Marketing, Sales and Customer Service, the categorical information governing processes is wide and deep. Understanding that all three departments have unique workflows specified over the life of the organization can better help companies understand front office workflow. Where accounting software is generally following academic principles, influenced by industry (Manufacturing, Distribution, Hospitality, Retail, etc….), CRM is consolidating information from a framework unique to the relationships between Marketing, Sales and Customer Service.

Aligning a company so Activity = Progress

An unrecognized gap always exists for the CRM user client and the IT product/service provider. To deploy CRM correctly, companies need to design workflow that leverages CRM functionality:

  • Driving marketing content to sales opportunities, which ultimately generates sales orders for customer service to support. This is CRM activity.
  • Accounting proves revenue, CRM processing creates and distills it down to sales volume, margin, profit and/or loss. This is company progress.
Seeking complimentary Front Office/Back Office solutions takes a collaborative effort and an understanding that:
  1. Businesses looking for CRM don’t know native CRM functionality.
  2. CRM solution providers don’t know the unique business processes for every company.
To create a solid customer database with logical contact and account management, there are some questions to prepare to ask and/or get answered. These questions should be the “Discovery” step for the organization purchasing a CRM software.

At the same time, Customer Relationship Management product and service providers should be building a working concept of your organization's front office workflow, to compare current work flow to future job task assignment. This may mean:   
  • Job Task Realignment
  • Campaign Management Assignments
  • New Definitions of Reporting
  • Strategic Drill Downs
  • End to End Process Orientations
Understanding that Customer Relationship Management is a strategy to execute assigned tasks to a focused end will help you crusade your organization's goals. Because CRM encompasses Marketing, Sales and Customer Service Management, best practices gathered over the last 40 years and many complimentary workflows have been combined. These help create starting points for businesses running previously unknown workflows to attain various business-defined goals.

By taking a high level approach, working from executive management perspective down, businesses can create an effective framework for product purchase. Once this type perspective is defined, you must understand the system from the user perspective, to facilitate buy-in from front office users. Only then will the rubber meet the road, where users want to participate in the active management of a CRM system.

Knowing that software companies try to sell you what you want to buy, and that businesses try to purchase a plug-and-play product without much organizational change, is only half the battle. Do not let your organization fall into buying a front office organizational product without consultative leadership. This will guarantee a slow return on investment and cause attrition amongst your tenured employment. Always remember that people and processes come first, and software second.

For more blog posts by Simplesoft Solutions, go to

Thursday, August 24, 2017

WEBINAR | Why Great Manufacturing Companies Have Decided to Outsource Sales Tax Compliance

Learn how to enhance the sales tax functionality in Infor VISUAL ERP

Did you know a failed sales tax audit can cost hundreds of thousands in penalties, fees, interest and professional counsel? 

Join us on September 12 at 1:00PM ET to hear from sales tax experts, Avalara, about how automating exemption certificate management and sales tax compliance can protect your company, and save you costs and headache. 

By attending this webinar you’ll learn how compliance automation will:
  • Reduce risk for your company
  • Reallocate IT and finance resources away from costs of doing business to revenue generating activities
  • And more! 

When: Tuesday, September 12, 2017
Time: 1:00 PM EDT

Wednesday, August 16, 2017

ERP Selection for Manufacturing

How to start down the ERP selection path


Seven rules to follow before you even start looking for a vendor

A decade ago, one sobering statistic clouded the otherwise rosy promise of technology: about 70% of all major software initiatives failed to reach their goals, and nearly a quarter were cancelled and written off. Today, with better data management, more flexible applications and easier launches, the frequency of “failed” ERP programs is lower. But companies still manage to snatch defeat from the jaws of victory far too often, and when that happens the result can be disastrous. 

Successful ERP initiatives start with the right foundation. Following these seven rules will help you make the best decisions and realize more of the gains an ERP system can bring to your organization:

Monday, August 14, 2017

WEBINAR | Learn how to integrate & synchronize your CAD data with your ERP

CADLink for Infor ERP - BizTech Webinar

  Integrate and Synchronize your CAD Data with CADLink

Engineering departments are challenged to keep up with time requirements to input accurate Bill of Material and Item data into both CAD and ERP. CADLink provides an automated solution to integrate CAD data with Infor VISUAL and Infor CloudSuite Industrial.

Learn from Infor Solution Partner, QBuild, about how you can increase the speed of data flow, while eliminating manual data entry, clerical errors, and the need for exporting/importing data files with CADLink.

Tuesday, September 19
2:00 PM ET


Wednesday, July 26, 2017

OINK VISUAL User Group Meeting | Tuesday, August 15, 2017

Join us at the next OINK  (Ohio Indiana Northern Kentucky) Infor VISUAL User Group Meeting

Date: Tuesday, August 15, 2017
Time: 9:00am - 3:00pm
Location: Projects Unlimited - Dayton, OH

Meeting Agenda:

9:00am – 9:50am: Projects Unlimited Tour (optional) *Note: You must be a US citizen to take the tour*

10:00am – 10:15am: Light Breakfast, Registration, Introductions, OINK Business

10:15am – 11:15am: “VISUAL 9 Road MapUpdates for Financial, Manufacturing, Reporting, Executive Dashboards” -Rich Lagoy from Infor

11:15am – 11:30am: Break

11:30am – 12:30pm: “Concierge and ERS” -Toni Kennedy from Infor

12:30pm – 1:00pm: Lunch / Break

1:00pm – 2:00pm: “Recap / ERP Roundtable ‐ Visual Focus in Louisville / INFORUM” - Don Fodor from Exhibit Concepts and Oliver Reelsen from Novae Corporation

2:00pm – 3:00pm Q & A, Tips & Tricks, Break‐Out Sessions and Wrap Up

Light breakfast and Lunch provided
 Member Dues ‐ $50 annual membership per company covers all meetings / attendees

Please remit payment for 2017 calendar year made out to “OINK VM User Group”:
OINK VM User Group
c/o Don Fodor
700 Crossroads Ct. Vandalia, OH 45377

For questions about OINK or membership dues, call Don Fodor at (937) 535‐0203

4 Signs your Growning Business Needs to Rethink Sales Tax

Repost from Avalara
What’s new with your business? If it’s any of the below, then congratulations are undoubtedly in order. And, while we certainly don’t want to put a damper on the wrap party for your latest launch, we do want to pipe in with a quick tax-wise nugget: New business growth often leads to new sales and use tax obligations.

When you’re busy growing and promoting your business, it’s easy for such obligations (known as nexus) to sneak up on you. But never fear. We’re here to help you better understand the potential sales tax implications of four of the most common — and exciting — ways your business may be expanding.

If you have recently or will soon engage in similar activities, it’s a sure sign that it’s time to rethink what nexus entails for your business.
New products
Adding new products to your lineup? They may be taxed differently from the items or services you already provide. Updating products may change the product taxability rules as well.

For example, say you sell software. Traditionally you’ve focused on packaged software delivered on discs but are now expanding into digital downloads. The latter will most likely be taxed differently from the former. Be sure you understand the differences — and account for them in your tax reporting software — before your digital sales begin.

Not only are there many nuances in how seemingly similar products are taxed, every state and jurisdiction does it differently. You may sell in one state where digital downloads are not taxed at all. In another state, they may be taxed at a different rate than their analog counterpart.

New sales channels
So you’re a brick-and-mortar business that’s going online, or vice versa — it happens! You’re in for a world of sales and use tax changes. Online sales greatly expand your reach, and selling into new states may create nexus for you in those states. If it does, how will you calculate sales tax correctly given there are more than 12,000 tax jurisdictions in the U.S. alone?

If you’re an online retailer setting up your first physical location, you’ll need to account for sales tax refunds when someone returns an online order in the store. These and a slew of other scenarios are best addressed in the planning stages to help minimize tax missteps from the outset.

New go-to-market efforts
You’re likely planning to make sure news about what’s new with your business travels fast. Say you’re an Illinois company planning to attend a New York trade show and launch an online advertising program in both New York and New Jersey. If you sell your products or services at that trade show, you’ll create nexus for yourself in New York. Moving forward, you’ll need to collect sales tax on all transactions to New Yorkers, and that includes online sales.

Both New York and New Jersey are two of about 20 states with click-through nexus laws. So if those online ads lead to a certain amount of sales and commissions, you’re further expanding your nexus into New Jersey. (New York nexus was already established with the trade show sales.)

There are other ways to create nexus, too, which is why it’s so important to conduct regular nexus studies — particularly every time your business tries something new.

New relationships
As your company grows, you make it a point to maintain the same high level of customer service you’ve had from the start. To do so — as well as to expedite order delivery — you may strike up a deal with a fulfillment center or a drop shipper. The former would store your inventory for you, packing and shipping products when a new order arrives. The latter would manage its own inventory, packing and shipping products you sell but don’t actually stock. Both can create new sales tax obligations for you.
Fulfillment centers, for example, may disperse your inventory to various warehouses across the U.S. If you store inventory in a state, even through a third party, you typically have nexus in that state. With drop shipping, both your own nexus and that of the drop shipper’s may come into play.


Remember, if it’s new to your business, it may be creating new nexus for you. Activities like expanding your product line, advertising online, contracting with a drop shipper, and more can all have a positive impact on your bottom line. But if you don’t understand how they affect your sales tax obligations, the negative impact can be staggering.

An audit, for example, costs an average of $100,000, according to Wakefield Research. Just think if multiple states audit you in the same year, each fining you for not correctly identifying and/or managing your nexus responsibilities. It’s simply too much to risk. That’s why it’s better to address nexus as part of every growth initiative. If you plan ahead, you can oftentimes minimize trouble with nexus and audits. If not, you may soon realize that your business growth came at too high a price. 

How does your growing business handle nexus?
Get your free copy of the Evolving for Growth whitepaper for more tips on evolving — and automating — your tax compliance as your business grows into new areas.


Tuesday, July 25, 2017

Infor VISUAL Tip | Edit notes on a Purchase Order from the Receiving Window

Did you know there is a setting that allows a receiving clerk to edit note on a PO right from the receiving window in Infor VISUAL ERP?

Many VISUAL ERP users know that a receiving clerk can enter notes on the receiver. But they can also edit notes on a purchase order in the receiving window, even if they cannot modify the PO.

In Admin --> Preference Maintenance, add a new row for the section "Receiving"

The Setting is EditPurchaseOrderNotes with a Value of "Y" for YES 

This is a great way for receivers and purchasers to share notes right on the order! Now a receiving clerk can enter notes about the specific PO that the purchaser can see without having to refer back to the receiver.

This tip was brought to you by BizTech VISUAL ERP Consultant, Paul Turnberg.

Friday, July 14, 2017

CRM Heartland Users Group Seminar - Marketing Processes

Simplesoft Solutions is hosting another CRM user group seminar in Southwest Ohio on August 29th!

Even if you aren't a CRM user, this meeting is a great way to learn about Customer Relationship Management, Marketing Automation, Social Media Marketing, and Workflow Processing.

When: Tuesday, August 29, 2017

Time: 11:00am - 4:00pm EDT

Where: Shiver Security
             15 Pinnacle Point Dr.
              Miamisburg, OH  

Cost: Free! 



11am - Lunch & Networking

12pm-4pm - Seminar:

Marketing Through CRM
Simplesoft Solutions, Inc. is dedicated to helping business case users understand the organizational work flow of Infor CRM. Marketing is a key presales component driving the coordinated release of content supporting sales initiatives driving activity to progress.
  • Detail individual Marketing Campaigns
  • Account for accounts and contacts targeted by Marketing Campaigns
  • Capture outbound communications by individual message sent
  • Full circle feedback on message delivered and responses
  • Library of marketing content
Salesfusion integrates seamlessly with Infor CRM to allow you to effectively market to both customers and leads in your database. We’ll talk about how to use Marketing Automation to:
  • Attract and capture new leads in your target market
  • Nurture leads who aren’t ready to buy
  • Score leads on who is most likely to buy
  • Aligning Marketing and Sales for a seamless Infor CRM experience
  • Measure and improve Marketing ROI
  • Extend customer relationships for net new opportunities and concentrated reoccurring revenue
Oktopost is a platform that enables users to easily manage, measure, and amplify all social media. Social Analytics and Content Curation are resources that Oktopost offers for further integration and obtaining overall leads.

Workflow & Organization
Organizational Solutions, LLC is a relationship based Consulting, Training, Speaking, and E-learning company that focuses on:
  • Solving Workflow Difficulties
  • Company approaches to Electronic Organization
  • Defining /Implementing Systems and Processes
Janet Jackson of Organizational Solutions will present the importance of organizational methods helping companies gain efficient workflow processing. Understanding the elements of a streamlined approach to business systems facilitates cost control and creates momentum to higher revenue.