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 Fridays

Join Bails for an “INFORmative Fridays” webinar series that will occur every Friday starting February 3, 2023 through February 24, 2023. This series will occur each Friday in February, covering a wide range of topics relative to Infor Products. Our experts will be available for 15 minutes at the end of each presentation for a Q&A.

Please register for each webinar through WorkOutLoud to receive the Microsoft TEAMS link or reach out to Molly Velasco at to receive a TEAMS link.

Upcoming Sessions

INFORmative Friday: An Efficient Acronym Soup: Making Practical Use of APIs using ION and IPA
Friday, February 3rd at 1:00 pm (Eastern)

API calls can be a lightweight and efficient way to transmit and receive data in modern applications. In this session, we will take a deep dive into using APIs in the Infor CloudSuite environment. We will focus on practical examples of using APIs to retrieve information from third-party sources as well as using APIs to update and retrieve information from the Infor CloudSuite environment (the way a third-party vendor would). We will also look briefly at using tools in the InforOS technology stack to enable, monitor, and troubleshoot API traffic.

Bails Presenters

Jaime Rodriguez: Project Manager, Technology - ERP Solutions
Robert Schmidt: Principal Consultant, Technology - ERP Solutions
Jared Brock: Practice Manager, Technology - ERP Solutions

INFORmative Friday: Demystifying Info-Delivered Process Flows
Friday, February 10th at 1:00 pm (Eastern)

With FSM, Infor delivers many out-of-the-box Infor Process Automation Flows. Let us walk you through this functionality and show you how we have done some minor tweaks to make them even more useful.

Bails Presenters

TBD: Senior Consultant, Finance - ERP Solutions
TBD: Senior Practice Manager, Finance - ERP Solutions

INFORmative Friday: Inventory Transactions Impacting the GL
Friday, February 17th at 1:00 pm (Eastern)

Account Reconciliation at the end of the month is a topic our clients are all too familiar with and that can result in many hours of research and exploration to pinpoint why the variance occurred and how to prevent it from happening in the future. Understanding where, from a setup perspective, this accounting information is defaulting, along with our recommendations will assist you in a review of your own setup and configuration and how several types of inventory transactions occur.

In this session, you will learn:

  • All the setup fields where accounting information can default from in Inventory Transactions
  • Understand Variance Reasons
  • Review the specific type of Inventory Transactions that affect the GL
  • Review the T-Accounts from different types of Transactions

Bails Presenters

Kacie Burge: Solutions Architect, Supply Chain - ERP Solutions
Taunie Benvenutti: Practice Manager, Finance - ERP Solutions

INFORmative Friday: What to Expect When Moving from S3 to the Cloud - HR Talent
Friday, February 24th at 1:00 pm (Eastern)

Thinking about making the transition to HR Talent? Want to understand more about what the changes are? Join us as we review the many improvements that will come with the implementation of HR Talent. In our presentation, we will review the GHR modules and the major benefits of upgrading, how module integration is important in the design and decision-making of the core GHR, and some of the many things to look forward to with HR Talent. We will also discuss how to prepare your current S3 data to get ahead of the game and be ready for the move to the cloud.

Bails Presenters

Niki Kimball: Practice Manager, HCM – ERP Solutions
Kellie Gilbert: Director of Service Delivery – ERP Solutions

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.