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Friday, November 17, 2017

Windows 10 Update is causing problems for some versions of VISUAL

Earlier this week, Infor posted KB 1948513 on Infor Xtreme. Essentially, Windows 10 Build 1709 (Fall Creators Update) is causing issues for VISUAL versions before VISUAL 9.0.

Infor states that "Versions of VISUAL prior to 9.0.0 were not developed on a Windows10 certified platform, therefore although Windows10 may work with earlier versions of VISUAL, it cannot be guaranteed. If you are successfully running prior versions of VISUAL on uncertified versions of Windows and a problem occurs due to Windows or patches of, the proper course of action is to roll back the Windows changes, or upgrade to VISUAL 9.0.0 or higher."

Infor recommends turning off auto-updates for Windows 10.

At this point in time, if you have updated to Windows Build 1709 (Fall Creators Update), you may want to roll back to an update prior to 1709. BizTech is looking further into the details to find a workaround.

View the KB on Infor Xtreme

Friday, October 20, 2017

National Cyber Security Awareness Month

October is National Cyber Security Awareness Month

The Internet touches almost all aspects of everyone’s daily life, whether we realize it or not. National Cyber Security Awareness Month (NCSAM) is designed to engage and educate public and private sector partners through events and initiatives to raise awareness about the importance of cybersecurity, provide them with tools and resources needed to stay safe online, and increase the resiliency of the Nation in the event of a cyber incident.


1. Make sure all of your organization’s computers are equipped with antivirus software and antispyware. This software should be updated regularly.

2. Secure your Internet connection by using a firewall, encrypt information, and hide your Wi-Fi network.

3. Establish security practices and policies to protect sensitive information.

4. Educate employees about cyber threats and how to protect your organization’s data. Hold employees accountable to the Internet security policies and procedures.

5. Require employees to use strong passwords and to change them often.

6. Invest in data loss protection software, use encryption technologies to protect data in transit, and use two-factor authentication where possible.

7. Protect all pages on your public-facing websites, not just the checkout and sign-up pages. 


Monday, October 16, 2017

OINK VISUAL User Group Meeting - November 14, 2017

Ohio - Indiana - Northern Kentucky VISUAL ERP User Group Meeting Agenda


Meeting Date: Tuesday, November 14, 2017

Meeting Location: Novae Corporation
                                1 Novae Parkway
                                 Markle, IN

Meeting Agenda

  • 9:00am – 9:50am Plant Tour (optional)
  • 10:00am – 10:15am Light Breakfast, Registration, Introductions, OINK Business
  • 10:15am – 11:15am “Infor CRM” Donald W. Menrisky, President and Managing Consultant, Simplesoft Solutions, Inc.
  • 11:15am – 11:30am Break
  • 11:30pm – 12:30pm “Reimplementation / Archiving Tips, Tricks and Stories”
  • Jim Kistner, BizTech
  • 12:30pm – 1:00pm Lunch / Break
  • “What’s Happening in 2018” Oink Board
  • 2:00pm – 3:00pm Q & A, Tips & Tricks, Open Discussion and Wrap Up
  • Housekeeping

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

Monday, October 9, 2017

Save the Date for VISUAL Focus 2018!

The Premier Infor VISUAL User Conference will return in 2018

VISUAL Focus 2018 will be held at Disney's Coronado Springs Resort in Orlando, Florida. We are looking forward to another excellent VISUAL ERP conference, filled with education, networking and fun! 

Look for updates at and by searching  #VISUALFocus2018 on social media!

VISUAL ERP Tip | Using the VMCRMSNC.EXE utility to sync VISUAL CRM

Did you know that there is a utility in VISUAL that can sync your data with VISUAL CRM?

There is a utility that exists in the VISUAL directory called "VMCRMSNC.EXE" that can link your VISUAL data to an existing VISUAL CRM account, fix data that is different between the two, and add or update addresses and contacts that are out of sync between items. 

  • From the main screen, link VISUAL with VISUAL CRM

  • Sync Contacts screen, you can add missing contacts to accounts in CRM here

  • Here, you can examine and repair the details of linked accounts, addresses and contacts.

This tip is brought to you by BizTech VISUAL Consultant, Darren Farmer.

Friday, October 6, 2017

Find out how manufacturers can reduce audit risk with tax automation.

Ace your next audit.Find out how manufacturers can reduce audit risk with tax automation.

<Download “Sales and Use Tax Audits Uncovered: Who gets audited, why they get audited, and the impact on companies.”>

Manufacturers are in the top three industries most likely to be found non-compliant in a sales tax audit. This new research report analyzed years of real audit data to uncover which industries get audited most and why — with a special section on the particular challenges faced by manufacturers.

The report from the tax compliance experts at Avalara also details the most common compliance errors, typical costs in audit penalties and fees, and factors surrounding audit support and defense.

Thursday, October 5, 2017

Streamline your Workforce Management with Kebrite for Infor VISUAL

Job Tracking, Time and Attendance, HR Management & Payroll Solution for VISUAL ERP

Kebrite Workforce Management Solution streamlines the collection of Job, Labor, Payroll, Time & Attendance, and a vast array of HR related data-- with live VISUAL ERP integration! 

Increase Accuracy
Through the use of barcodes, scanners, or touch screens, Kebrite automates the collection of Job Information as well as Time & Attendance. Kebrite Solutions software eliminates manual data entry and integrates into VISUAL ERP and payroll systems to ensure 100% accuracy.

Improve Efficiency
Kebrite solutions will provide you with the most efficient way of tracking shop floor labor, productive/unproductive labor, attendance and payroll, through one single interface.

Track Performance
Through the various reports available with Kebrite, your management team can measure productivity, gauge resource availability, and control the daily production output.

Register for the webinar to learn more about Kebrite's features and functionality, and see a live demonstration of the solution. Can't make the live presentation? Register anyways and we will send the recording.

Friday, September 29, 2017

Infor VISUAL Town Hall - October 24 - 11AM EDT

From Infor -

As an order-driven manufacturer, the challenges you face today are forcing you to rethink the way you do business. That’s why it’s important to maximize the Infor VISUAL solution that you own today.
Join us for this town hall to learn how to take full advantage of the latest solution and technology advancements found in the current releases of Infor VISUAL. Plus, you’ll learn more about what Infor has to offer and ways you can work smarter, faster, and better by leveraging new solution features and technology.
Best-in-class manufacturers can move ahead of the competition by streamlining time-consuming business processes. Infor has partnered with Avalara to automate complex and time-consuming sales tax challenges. With Avalara, save time and stay compliant with year-round tax filings so you can keep your focus on adding customer value.  Avalara AvaTax performs address validation, jurisdiction determination, and rate calculations on demand and in the cloud.
Attend this town hall to:
  • Hear about the latest happenings with Infor VISUAL
  • Learn about our development team’s current projects
  • See the Avalara tax integration in action

Register now. There’s never been a better time to upgrade and modernize your business. You have access to more innovation, choice, and value than ever before. 

Richard Lagoy
Product Director
As product director for the Infor VISUAL suite of products, Richard brings over 25 years of experience delivering ERP solutions to the SMB market. Richard began his software career in 1985 at ProfitKey International, joining Lilly Software Associates in 1992 as part of the VISUAL start-up team and Executive VP of Customer Services. Richard has also held positions at AMCS Environmental Solutions and N’ware Technologies, an SAP B1 reseller.
Frank Maglio
Software Development Director
Frank has more than 35 years of experience developing innovative manufacturing software solutions for both large and small corporations. He worked on one of the first net change MRP systems; helped develop the first order-driven scheduling and MRP solution for the SMB manufacturing market running on the UNIX platform; and helped create the first Windows-based order driven manufacturing scheduling solution, VISUAL Manufacturing.

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.