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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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Posts Tagged ‘ca’

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!

What new features are there between Dynamics NAV (Navision) versions?

Thursday, March 12th, 2015

Microsoft has a great (but somewhat hidden) page that allows you to compare the differences in features and functionality between the version of Microsoft Dynamics NAV you are on and the version you may be considering between versions 4.0 to the latest 2015.  If you are on a version older than 4.0, contact us and we can assist you.

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Just click on the versions you are interested in and then the functional areas and you’ll see where enhancements have been made.

Click HERE to check it out!

We hope you find this helpful!

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

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Microsoft Dynamics ERP–Growth Statistics

Monday, March 3rd, 2014

 

The latest statistics are out relative to the overall install base, unit and percentage growth of all four Microsoft Dynamics ERP and CRM products.

This includes:

  • Microsoft Dynamics AX
  • Microsoft Dynamics GP
  • Microsoft Dynamics NAV
  • Microsoft Dynamics SL
  • Microsoft Dynamics CRM

The conclusion is hands down Microsoft Dynamics NAV is the install base leader.  It’s the most installed mid-market ERP solution in the world.  CRM often has many more users per company so although it only has 40,000 companies on it, that equates to 3 million users.  To compare, NAV has just over a million users with over 100,000 companies.

Dynamics AX has been growing steadily.  The average size and complexity of company using it and average cost of the projects makes AX a much bigger player in terms of overall revenue to Microsoft and the industry than the unit counts would indicate.  For example, many of the new Dynamics GP sales this year were because of heavy promotions selling 3 and 5 user GP systems.  AX rarely get’s installed in companies using less than 20 users.

Clearly Dynamics SL is not a growth product for Microsoft although it does fit the niche of project accounting companies well.

The details are here:

http://www.erpsoftwareblog.com/2014/03/how-many-companies-use-microsoft-dynamics-erp/

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Things Sage ERP 100 Can Do

Wednesday, October 9th, 2013
Sage ERP 100 (MAS 90 & MAS200) can do things that many end users may not be aware of.

For years, we have already stumbled upon users Sage MAS 90 and Sage MAS 200 who call us complaining about their system. Well-rounded and in-depth Sage MAS 90 training addresses numerous information regarding the software’s features. As time goes on, people neglect the software’s capabilities in general and as a result they may feel that Sage ERP 100 (fka MAS 90 or Sage MAS 200) falls short of the functionality. Many clients come to us from other VAR’s when they weren’t happy with the level of service they were getting.  We often find out end users haven’t been fully trained or implemented and thus aren’t familiar with what the software they already own, or can add, can do.  This can be the reason why many aren’t familiar with what’s possible within the Sage ERP ecosystem

Here are a few features of Sage MAS 90 and Sage MAS 200 (Sage 100 ERP) which people are not often aware of:

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