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

Epicor ERP 10 (and 9) Product Configurator

Tuesday, December 2nd, 2014

Configure to Order and Engineer to Order Solutions with Epicor

Epicor stands with very small company in its ability to allow a customized series of questions to be asked of a user in various places of the system and based on those answers, to be able to automatically build a bill of materials, a routing (known as a Method of Manufacturing in Epicor) along with costing, selling price and even the creation of new ‘smart part’ numbers and item records.


To take it to the next level, Epicor is unique without moving up to ‘tier 1’ ERP systems like SAP or Oracle in its ability to allow the same configurator to be exposed in its integrated ecommerce shopping cart to prospects and customers as well.  Customers can configure a product on the web and then an Epicor user can look at and even make changes to that configuration in the office.  Those changes are reflected back on the ecommerce site in real time since it’s the same configuration engine for both.


Epicor 9 and Epicor 10 Financials Tips & Tricks

Friday, November 7th, 2014



Little Known Features in Epicor ERP Financials




The Epicor ERP application is comprised of many financials features. In this issue, you can review useful financials features that are available in the Epicor 9.05 application but may not be very well known.


Asset Mass Changes


Use Asset Mass Changes to issue mass changes to assets, including changing the depreciation parameters of an asset, asset group, or asset class. The mass update occurs only for values in the default register, it leaves any other registers unaffected. You can use filters to specify which assets, asset group, or asset class to modify, and you can use replacements to specify the values to be assigned to the selected assets. To use this program, from the main menu go to Financial Management > Asset Management > Setup and open Asset Mass Changes.


Auto Retrieve Invoices


You can use the Auto Retrieve Invoices functionality in the AR Invoice Entry or AP Invoice Entry programs to activate automatic retrieval of invoices for the current group. After it is enabled, recalculation occurs each time a line is saved. To use this feature, open Invoice Entry and from the Actions menu select Auto Retrieve Invoices. A check mark is displayed when the feature is enabled.



Oil and Gas Industry ERP and Epicor

Tuesday, August 12th, 2014

Using Epicor ERP 10 (and 9) in the Oil & Gas Industries

Oil and Gas industry companies often have a diverse set of requirements.  For many ERP systems, meeting all these requirements is either impossible, or requires a multitude of third party ‘add ons’ to close the functional gaps.  Some systems handle field service well, but not assembly or manufacturing.  Other systems may handle manufacturing, but not field service or project based requirements.  Some companies need a combination of many areas.

Actually all energy companies and energy sector companies can take advantage of this technology.  Those in the solar, wind, fuel cell and other sources of energy often need the same or similar capabilities.

Oil & Gas companies often need some or all of the following capabilities:

  • Financial Accounting
  • Multiple legal entities with intercompany billing, ‘arms length’ transactions, consolidations, multicurrency, multi-country, multiple languages etc


Editing a BAQ (Business Activity Query) someone else created

Thursday, June 12th, 2014

Epicor Quick Tip

The question:

Is there a way that you can edit a BAQ that was created by another user without having to copy the BAQ and renaming it?



In the BAQ Editor, Under action > select change author

Epicor 9 – BAQ Report Template

Thursday, April 3rd, 2014

In Epicor 9, creating a new a new Crystal Report is much easier than in the past.  Epicor even creates a blank crystal report with headings.   You can make even easier by updating the BAQ report template to your corporate standard.  


Go to Epicor > Executive Analysis > General Operations > BAQ Report Designer   

Then    Actions > BAQ Report Options






The two fields that are import for this tip is the Server Reports Directory and the BAQ Report Template fields.    In this example, the BAQ Report Template name is BAQReport.rpt and it is found in the Server Reports Directory. 


Be sure to look at the entire field “C:\Program Files\Epicor\Epicor905\Server\reports\CustomReports”.







Open the template report in Crystal Reports.




Save this report under a new name.   I like adding “Original” to the end of the name.




Crystal Reports now has the new report in the designer.  (see “Original” in the name)




If you somehow break the template, you can now copy the original back and start over.


Re-Open the Template to make your modifications




I am going to add the Company Logo, move the page print to the report footer and add the Print time under the print date.  Save the report




Going back to the BAQ Report Designer, create a new report and Save.





With Crystal Report open your new report name.




You know are creating blank reports with the corporate standard headings.   This will save time on every report created in the future.