Virtual Education

Learn about some of Bails & Associates' upcoming virtual presentations or watch any of our previously recorded ones here or on our YouTube channel.

Featured Sessions

INFORmative Friday: Configurations
Friday, April 27th, 2021

Landmark offers real-time application and security configurations that allow you to personalize business apps. These configurations are stored separately from the base application in the repository and applied on top of the application during an upgrade. This session focuses on using Configuration Console for integration and change management best practices.

Upcoming Sessions

April 2022 Schedule

 

Friday, April 8th at 1:00pm (Eastern)

Understanding MT User Security BODS with InforOS, FSM, HR Talent and Infor Lawson

Join us for an overview of the Multi-tenant User Security BODs used to keep security in sync between InforOS, Financials and Supply Management, HR Talent, Birst and Infor Lawson.

Bails Presenters

Rob Velasco: Technology Practice Manager
Jared Brock: Technology Practice Manager

 

Friday, April 15th at 1:00pm (Eastern)

Implementing Configurable Homepage with Employee Space

Are you getting the most out of your Infor Employee Space? Join us in reviewing the set up and components needed to implement Configurable Homepages for Employee Space. Discover what this functionality can bring to your organization.

Bails Presenters

Kandice Lemhouse: HCM Practice Lead
Mona Pollard: HCM Practice Lead

 

Friday, April 22nd at 1:00pm (Eastern)

Preparing for FSM Changes

Are you planning a move to Infor Financials and Supply Management (FSM)? Knowing and understanding the differences from previous Infor/Lawson versions can help you with your roadmap and allow for a smoother transition. Join us for a discussion of the key differences and enhancements in FSM for Finance.

Bails Presenters

Mary Ann Koch: FSM Application Consultant
Chrissy Frey: FSM Senior Application Consultant

 

Friday, April 29th at 1:00pm (Eastern)

Benefits of Supplier Portal

Experience the power of Collaboration! Greater levels of Collaboration between organizations and suppliers are a must in this highly competitive supply chain environment. Supplier Portal allows suppliers to self-register and have visibility to organizational/supplier common goals such as access to bidding events, invoicing, purchase orders, receipts, and contracts. All without buyer or AP operation disruptions. As a result of increased visibility, organizations experience greater supplier interaction and increased potential for business opportunities and savings. This makes Supplier Portal essential to organizational success.

In this session an overview of Supplier Portal will be provided including:

    • Value Proposition and Benefits
    • Processing Options (Demo)
    • Portal setup
    • Q/A

Don’t miss this opportunity to witness the future of supplier/organizations relations.

Bails Presenters

Alex Sellos: SCM Senior Consultant
Geri McGinley: SCM Practice Lead

 

Please contact Molly Velasco (molly.velasco@bailsllc.com) with any questions.

Recorded Sessions

INFORmative Friday: Continuous Performance Engagement: Check-ins, Pulse Surveys, Raves and Badges
Friday, October 29th, 2021

Continuous Performance Engagement is the latest evolution in Performance Management. Come hear the details on setup and functionality, with lessons learned from a recent implementation. For those who are curious about CPE or whose organizations are moving away from an annual performance appraisal and towards a more regular check-in cadence, you won't want to miss this session to understand what Infor's CPE functionality has to offer!

INFORmative Friday: A Financials Session, Ask Me Anything
Friday, October 29th, 2021

What has you and your finance team spooked? Does your #ERP system have gremlins in the basement? Cobwebs in the attic? Is the need for an upgrade haunting you? Don't be a scaredy cat about it! Submit your questions or concerns via the comments below (preferred so everyone can benefit) or direct message.
Then allow us to put your fears to rest in a special #AskMeAnything edition of our popular Bails INFORmative Friday’s sessions. Coming October 29th…just in time to kick off your Halloween weekend festivities. CAUTION: You might find this frighteningly entertaining, as well as informative!

INFORmative Friday: Creating and Scheduling Reoccurring Jobs (Report Distribution Groups)
Friday, October 29th, 2021

Throughout the day and during month there are several jobs available in FSM that can be created and scheduled to run automatically to help streamline processes and gain efficiencies for your organization. Come join us to review the list of recommended reports such as Inventory Valuation, Journalized Distributions, Warehouse Picklist Print, etc. that can be built as a job with set parameters, and then some of those can be set to reoccur reducing the need for user intervention.

INFORmative Friday: Structure Relations and You
Friday, October 29th, 2021

Structure relations are a great way to stop incorrect posting at their source. This presentation will walk you through some of the basics to get you started.

INFORmative Friday: Employee and Manager Home Page Basics
Friday, October 15th, 2021

You can use Infor Homepages to create personalized home pages with information from different modules with Infor HR Talent all in one place. There are many delivered and easy to use Homepages for Employee and Manager Space. Join us as we present an introduction to Infor Homepages and some tips and tricks to get them up and running for your organization.

INFORmative Friday: Asset Management v10 to v11
Friday, October 15th, 2021

Everything old is new again. Asset Management comes to the Cloud, and this will walk you through what is the same and what is different.

INFORmative Friday: introduction to Replication Sets
Friday, October 8th, 2021

Replication Sets is a powerful new feature in the v11 Multi-Tenant environment, providing a simple but in-depth and highly configurable way to export data, specifically for reporting, to the Infor Data Lake as well as other third-party data repositories. In this session, we will cover how to use this tool and what some practical use cases might look like.

INFORmative Friday: ACA Processing
Friday, October 5th, 2021

The Affordable Care Act is a 2,700-page piece of legislation passed on March 23, 2010. Processing and filing can seem like an intimidating task. In this presentation, we will review the ACA Infor HR Talent setup and processing to help you get ready for the 2021 filing in early 2022.

INFORmative Friday: Introduction to File Creation Utility
Friday, October 5th, 2021

The File Creation Utility is an important part of the integration toolkit in your v11 Multi-Tenant environment. This session will cover an introduction to the File Creation Utility and walk-through practical, real-world examples of how this can be leveraged for more efficient data exports.