Clients First USA
Clients First knows their software, but they are also astute business people, and they really understand manufacturing and distribution in particular.
Jimmy Witcher, COO, Merrick
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‘Epicor 9’ Category

Epicor Summits…Coming to a Town Near You.

Tuesday, October 11th, 2016

Are you setup for growth for the future?  If you are an Epicor ERP, Vantage or Vista customer, you have been invited to a regional Epicor Summit.  You’ll now have the chance to see the latest Epicor ERP 10.1.500 release likely within driving distance.

This year’s summit will take place at 10 locations throughout the US & Canada during the weeks of November, 7th, November 14th and December 5th.  They will let you understand how upgrading your solution will protect your company while minimizing risk, effort and cost.


Be sure to mention Clients First Business Solutions as to how you heard about this when you register drop us a note in the chat below so we can look for you if we are at the event you are attending.

Click HERE to register.


Microsoft SQL Server 2008 End of Life June 30, 2016

Friday, July 15th, 2016

Microsoft no longer will support SQL Server 2008 or 2008r2.  It does not mean it will stop working, but it does mean that there will be no more support, no patches, no fixes, no security holes fixed and no support for any new operating systems.

If you haven’t done so, it’s critical that you update to at least SQL Server 2012 or 2014.  You’ll need to check with your ERP, CRM or other line of business software developers to ensure the version you are currently on supports the newer versions of SQL or whether you need to update your other business applications at the same time.  This would also apply to Microsoft Dynamics NAV, AX, Epicor, SAP Business One and Sage ERP 100.

For Clients First clients, please contact our support desk or your Customer Account Manager to find out what your options are.  You can do nothing, but you are flirting with a potential disaster. Here are some potential examples:

  • For example, if a major security hole is found by hackers, they will freely be able to infiltrate your system and no fix will be forthcoming from Microsoft.
  • Your server that is running Windows 2008 & SQL 2008 dies.  You can only replace it with Windows 2012.  Will your outdated software support this scenario?  If not, you’ll need to do an emergency upgrade which is very costly, time consuming and can result in many post upgrade problems.
  • You decide your server hardware is outdated and needs upgrading.  You find out, again, you can’t purchase one with Windows Server 2008.  This may mean your current ERP software won’t run on the new server

Give us a call or hit the chat button below if you have any concerns.

Clients First Named Gold Partner by Epicor

Friday, October 30th, 2015

Epicor Gold Partner_RGB

Clients First Business Solutions today announced that it was awarded with Gold Partner status with Epicor for 2015/2016. This title is awarded to companies who have met the highest annual revenue goals and certification requirements set forth by Epicor for their channel partners. Clients First was recognized as one of only a handful of Epicor Gold Partners worldwide at the Epicor Ignite partner conference held this month in Boca Raton.

“Achieving Gold status is an important distinction that reflects our partners’ experience, and expertise as it pertains to Epicor products. Clients First’s performance over the past year places them among the elite tiers in our partner ecosystem – they are an example that separates the best from the rest,” said Matt Bauer, Channel Director, Americas for Epicor.

Clients First Business Solutions continues to rapidly grow its Epicor practice and now supports over 60 Epicor customers in manufacturing, distribution and services.  Our video demonstration website and our Epicorner  information site continue to be among the most highly trafficked and utilized site in the Epicor Partner ecosystem.

“Epicor 10’s deep product functionality and industry leading technology combined with Clients First’s substantial distribution and manufacturing experience and award winning support were instrumental in achieving significant sales success in a challenging market,” said Jeff Warwick, Vice President of Sales. “Epicor has been a great partner to work with, and we are proud to achieve Gold Partner status.”

Epicor ERP 9 and Epicor ERP 10 Quick Tip

Tuesday, June 16th, 2015

The Data Dictionary

To review detailed technical information about Epicor 9 and Epicor 10 table data layout, examine the Data Dictionary. The Data Dictionary will display the table name, table description, and table indexes. The Data Dictionary will also display the table field names, field descriptions, field format and field defaults. This information is important when creating, BAQ’s, Dashboards, Crystal reports, BPM’s and SSRS (SQL Server Reporting Services) Reports.

The Data Dictionary is available through the System Management > Data Dictionary Viewer

We hope you find this Epicor ERP 10 and 9 quick tip useful

XLConnect Available for Epicor Multi-Tenant

Monday, June 15th, 2015

Epicor recently announced the availability of XLConnect for Epicor Multi-tenant hosted customers. XLConnect allows you to build your financial reports in Epicor ERP using your existing Excel Knowledge.

It embeds itself into Excel and then pulls your live data in as needed. It saves significant amounts of time compared to static data exports and manipulation and insures the data is accurate and that no GL accounts have been missed.

We have a demonstration of it here

This advancement means the Epicor SaaS customers can now have the same great financial report writer option that is available to on-premise and our Azure hosted clients.