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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. 



Thursday, July 6, 2017

Upcoming VISUAL Manufacturing Michigan User Group Meeting - July 25, 2017

VMMIUG next meeting will be held on July 25, 2017 in Chelsea, Michigan.

Date: Tuesday, July 25, 2017

Time: 8:00am - 3:30pm EDT

Location: Chelsea Comfort Inn and Village Conference Center
1645 Commerce Park Drive
Chelsea, MI 

Cost: $50/attendee *checks payable to VMMIUG

Meeting Agenda

8:00 – 9:00 – Registration
·         Coffee/continental breakfast will be setup

9:00 – 9:15 - Group Business
·         Ground Rules & Goals of the group
·         Introductions
·         Group Finance update     

9:15 – 10:15 – Material Planning Window – Jason Snoeyink from Synergy Resources

10:15 – 10:30 – Break

10:30 – 12:00 – Preventative and Unplanned Maintenance, API Toolkit Functionality –   
                          Charles Hooper from Meadville Forge

12:00 – 1:00 – Lunch

1:00 – 1:30 – VMMIUG Facility Coordinator/Accounting Board Member Open Position
            Renee Raggl will be stepping down and we need a volunteer to fill this position.

1:30 – 3:30 - Open Group Discussion – Wayne Bourdage

 RSVP to Wayne Bourdage- Email: bourdage{at}comcast{dot}net; Phone: 586-260-9714 

RSVP's are required by July 17, as the facility needs a head count.