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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Posts Tagged ‘california’

What has changed with MAS90 and MAS200 throughout the past version updates

Tuesday, March 2nd, 2010

I found a well hidden section on the Sage website that outlines all of the enhancements that occured with every release going all the way back to version 3.50 (circa 1997)

I turned this section into a PDF document that you can take with you.  It goes all the way up to the brand new Version 4.40 release that you will be receiving this week if you are current on maintenance.

You can download it HERE.

Sage MAS 90 and MAS 200 Chronicle of Enhancement Releases

See our New SAP Business One Resource and Demo Center!

Friday, February 12th, 2010

We’ve just posted up a comprehensive sub-site at Clients First focusing around SAP Business One.  This site covers technical information, customer reference videos, demonstration and how-to videos, and business goal achievement.

It also has information and materials on Crystal Reports and Xcelsius for true business intelligence.  Everything is wrapped up in an entertaining and visual video and avatar presentation format.

image

Click HERE to go to our sub-site.

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The Detailed Requirements Analysis (DRA) Process

Tuesday, November 24th, 2009

When a company makes the decision to implement a new business management and accounting system, a key part of the process is for that company to understand, as fully as possible, what it expects to gain from the new system.  Expected benefits, what existing (and desired) business processes will be managed in the new system, how will users interact with the system and many other questions must be answered in order to optimize the project’s success.

At Clients First, we have developed a system for evaluating business needs and making confident, well-informed recommendations regarding products and functionality.  It is the Detailed Requirements Analysis or DRA.  The DRA (sometimes referred to as a “Needs Analysis”) is a process where we collaborate with our clients to identify what system capabilities are truly important for their business. (more…)

Dynamics AX 2009 Technology Enables User Experience Customization

Monday, October 5th, 2009

Dynamics AX 2009’ technology provides the capability for users to modify screens easily in Dynamics AX 2009 to meet their requirements and make their jobs easier to perform and data entry much more efficient.

Here is a screenshot of a standard Dynamics AX 2009 customer record screen, showing the general tab:

AX Morphx_2

The user may find that many of the fields are not needed in this form and that navigating between the needed fields is time-consuming.

This is not a problem because Dynamics AX 2009’s technology makes is a simple matter to change the look of this form (and any other forms) to meet the user’s needs.

The user can right click on an unneeded field, or field group, and one of the options includes “hide” as shown below.  Now the user can go through the form and hide any fields or groups that the user does not need.

AX Morphx_1

Here is the same form, after the user has spent some time re-organizing it:

AX Morphx_3

Notice that numerous fields been hidden and that the landscape that the hidden fields used to take up has been automatically rearranged as well.  By the way, this change took less than 2 minutes to make.  Now the user only sees what needs to be seen, thus speeding up data entry.

Keep in mind that access to this functionality is permissions-controlled and that changes made can be done for individual users or system wide.

Contact us through our website or by calling 888-222-8827 to learn how Dynamics AX 2009’s technology can help to make the user experience more efficient and productive.   Ask us also about other features and benefits that Dynamics AX 2009 delivers.

Dynamics AX 2009 Audit Trails Enable Tight Control

Thursday, September 24th, 2009

Companies often times experience the need to figure out what changed in one of their records, who changed it and when.  This can be a laborious, even impossible, task in many systems.  Dynamics AX 2009 , through its audit trail capability, enables companies to automatically track changes made in the system and quickly identify who did it and when.

Setting up the audit trails is straightforward.  The company simply needs to determine which records – item master, general ledger, sales order, etc., to track in the database log.  Then it is a matter of deciding what types of changes to track – additions, deletions, numerical changes – and the company is all setup and ready to track.

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