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

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  Will your outdated software support this scenario?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  • You decide your server hardware is outdated and needs upgrading.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 www.erp-demos.net 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  http://www.erp-demos.net/2011/06/epicor-xl-connect/

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.

Epicor Embedded Education…What is it?

Friday, May 8th, 2015

Epicor ERP 9 and Epicor ERP 10 (Formally Vantage and Vista) offer a unique module called “Embedded Education”.  We have found many customers are confused by what it is and why they might want it.

Out of the box, Epicor includes one of the most robust online Help systems available.  It includes native English well written field by field level instructions for the vast majority of the screens in the application.  In many areas it includes illustrations and real life examples and is fully searchable.

In addition, Epicor includes Robust User manuals.  They can even be purchased in full color printed form which is a rarity in Enterprise software nowadays.

Like most publishers, Epicor also offers classroom style training classes.  Usually held at their corporate offices in California or Minneapolis.  These classes include a complete training guide, access to the software with a training database installed and an instructor.  Epicor also offers some classes via both live web instructors as well as completely recorded videos.

Clients First also offers an extensive library of Epicor 9 and Epicor 10 demonstration and training videos at no charge at www.erp-demos.net.

However, one unique module available is called Epicor Embedded Education.  This is the complete library of the same training materials used in the classroom but available to all licensed users of your Epicor installation.  They can be brought up within the Help Tile in Epicor 10 and by clicking on the ‘Graduating Student’ icon on the launcher toolbar in Epicor 9.  This training goes much more into the full lifecycle process of a function such as how to process RMA’s, versus the built in help which describes field by field the individual screens.

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Embedded education provides you with HTML based interactive training manuals.  The important difference is the manuals are built around the Epicor Education company that should have been installed with your software.  This means you can go through the lessons and examples using the Education Company (Training database) and you can play with modules that may not be fully configured in your live system and make entries that won’t accidentally post live data into your system.  In addition, when it refers to an actual menu or function in the system, the hyperlinks will open up that function in your training company.

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It’s an ideal solution if you are a growing company or have a lot of turnover because rather than paying for live training every time you move or add an employee you can simply assign them to go through the built in lessons.  Many even include ‘quizzes’ to help ensure the user is absorbing the knowledge.

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We hope you find this valuable!