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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‘SAP Business One’ Category

Increase Customer Service and Profitability through Business Alerting

Tuesday, March 27th, 2012

Often when speaking to our clients, we hear of manual daily business processes that could easily be improve by becoming more automated.

After assessment of daily business processes to ensure the companies effectiveness in their usage of the ERP software; there is still an additional approach to unequivocally confirm the company is operating at maximum efficiency.

This approach is called KnowledgeSync Business Activity Monitoring

KnowledgeSync allows automating tasks and notifications including but not limited to:

  • Automatically create, fax or email invoices.
  • Monitor A/R aging and email/fax customers overdue statements.
  • Alert salespersons and schedule a call from A/R customer service.
  • Notify the purchasing departments of low inventory levels.
  • Automatically create PO’s based on inventory minimum requirements.
  • Track overdue deliveries.
  • Help the service department detect bottlenecked support calls assigned to individual technicians.

These are just a few of the many capabilities provided by this Business Activity Monitoring application.

Essentially KnowledgSync allows you to easily create alert conditions that can be automatically executed while watching for changing conditions in your business environment.

These Alerts are designed for distribution to the responsible personnel in real time. Multiple communication options allow for the most appropriate response via email, cell phone, fax or PDA.

KnowledgeSync can talk to your ERP applications like Sage MAS 90, MAS 200, ERP 100, ERP 500, Microsoft Dynamics NAV, AX or SAP Business one. It can simultaneously talk to any ODBC compliant database and combine data from multiple systems to determine when and how to fire alerts.

Simply stated… KnowledgSync works as your silent partner to help you run your business as smooth as possible in these times when every minute counts.  Call us if you would like to know more or see a demonstration.

SAP Business One Simplified Order Guides for Sales Orders

Monday, March 26th, 2012

Use this query to display a list of items that a customer likes to buy. It was made to be placed on the Item Number field on the Sales Order as a Formatted Search. The User will press Shift + F2 to display the window as opposed to pressing tab to display the entire catalog of items.
Changing the Where clause to be a parameter will enable you to produce a printed order guide for a customer. If you would like to try out the query without making it a formatted search, just change the $[$-4.0.0] to your favorite customer number surrounded by single quotes.

SELECT DISTINCT
dtl.itemcode ‘Item’
,itm.itemname ‘Item Description’
,ROUND(AVG(quantity),0) ‘Avg Ord’
,AVG(dtl.Price) ‘Avg Price’
,AVG(ROUND(CASE WHEN dtl.linetotal = 0 THEN 0 ELSE dtl.grssProfit/dtl.linetotal END,2))*100 ‘AvgGP%’

,Count(docnum) ‘Total Orders’
,MAX(hdr.docdate) ‘Last Ordered’
,hdr.CardCode

FROM rdr1 dtl
INNER JOIN ordr hdr on dtl.docentry = hdr.docentry
INNER JOIN oitm itm on dtl.itemcode = itm.itemcode
WHERE HDR.cardcode = $[$-4.0.0]
GROUP BY hdr.cardcode, dtl.itemcode, itm.itemname
FOR BROWSE

Thanks to Ed Monk of SBONotes.com

How to use Pivot Tables in Excel

Monday, March 26th, 2012

Here is an ‘oldie but a goodie’ from our original site that we’ve had people ask for often.  This is more relevant for Microsoft Office 2003.  These can be used nicely with all our ERP packages including:

  • Microsoft Dynamics NAV (Navision)
  • Microsoft Dynamics AX (Axapta)
  • Epicor 9
  • Microsoft Dynamics GP (Great Plains)
  • Microsoft Dynamics SL (Solomon)
  • Sage MAS90, MAS200, MAS500 (MAS 90, MAS 200, MAS 500)
  • SAP Business One

PivotTable Reports 101

Let’s suppose you’ve compiled a large list of data – for example, sales figures for every product your company makes. But now you’re ready to distill some meaningful information from the data. For example, you might want to answer the following questions:

· What is the total sales for each product by region?

· Which products are selling best over time?

· Who is your highest-performing salesperson?

For these and other questions, you can create a PivotTable® report – an interactive table that automatically extracts, organizes, and summarizes your data. You can then use the report to analyze the data – for example, make comparisons, detect patterns and relationships, and analyze trends.

pic1

Read on to discover what you can do with a PivotTable report.

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SaaS vs. Cloud ERP vs. On Premise Computing. Will 2012 be the big breakout year?

Sunday, March 25th, 2012

imageAccording to Panorama Consulting Group, a respected mid-market ERP think tank, they are starting to think so.  Eric Kimberling and I actually seem to have a pretty parallel feeling on the market.  Both of us felt the solutions were seriously overhyped.  However, based on more recent surveys, the various leads I’m seeing cross my desk, etc, I’m starting to think I may have ‘misunderestimated’ the growth.

Now, I want to be clear, I still think it will be a relatively small part.  In my opinion, less than 15% of all deals.  The survey says large numbers are considering ‘the cloud’ but I also have found many folks consider it because of the hype but when the run the numbers, realize that on-premise is often far less expensive over a 10 year cost calculation.  Read on for more.

(more…)

SAP Business One: Commonly Used Tables for Queries

Wednesday, March 7th, 2012

For those who would like to try their hand at doing some queries for formatted searches, alerts, or reports, but do not know what the common table names are, here is a short list. Check back and I will update the list from time to time.

Master Files:
OITM = Item Master
OCRD = Customer, Vendor, and Lead Master
CRD1 = Customer Master Address
OCRG = Customer Master Group Code
OHEM = Employee Master
OUSR = SBO Users

Document Files:
ORDR = Sales Order Header
RDR1 = Sales Order Detail (Items)

OINV = Invoice Header
INV1 = Invoice Line Details (Items)

 

Thanks to Ed Monk of SBONotes.com