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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 ‘Chicago’

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.

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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.

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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.

 

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Epicor Email Integration

Saturday, July 6th, 2013

 

One of the nice features in Epicor is its built in integration with email.   This feature is embedded in many Epicor screens.   The following example is Sales Orders entry and a customer contact.  By right-clicking on a contact name and choosing “Email”, you can email the contact. 

 

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Of course the contact must have an email address.

 

If the Email option is grayed out the check the following:

·       Verify all Email and SMTP fields are entered in

System Management > Company Maintenance > Company> System tab > General Setting tab

·       Verify the user account has a valid email address.  This is found in the following: System Management > Security Management > User Security> Detail tab > Email field

 

What’s new in SAP Business One 9.0

Sunday, June 9th, 2013

New Features in SAP Business One 9

This is Issue One of Clients First Business Solution’s Blog Series, “What’s New is SAP Business One 9.0.”  Over the coming weeks, we’ll publish functional instructions for customers on how to leverage these new features in a working 9.0 version of SAP Business One.  If you have questions about the functionality or simply need assistance, click on the Chat Button below.

Issue One:  Update to Pricelists and Discount Groups

SAP Business One 9.0 pricelist and discount groups functionality has been enhanced to improve efficiency and support specific business processes. These new features allow more flexibility in setting and managing pricelist/special pricelists. These are optional however, and users can continue to use the same methodology as in the prior release. To accommodate new pricing options new fields has been added to the pricelist and discount tables (OPLN, ITM1, etc).

The most recent pricelist functionality can now handle the following:

·         Define pricelist as active or inactive

 

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SAP Business One Tip – How to determine the next available FIFO layer and its remaining quantity?

Wednesday, April 10th, 2013

Have you ever wanted to know what FIFO layer in your on-hand inventory is going to be used next, its unit cost and how much of it remains on hand?

When an item is managed by FIFO (First in First Out), layers are created in the system as stock receipts are posted in the OITM or OITW tables. Information relating to the subsequent issuances of these FIFO layers is also stored in OINM. Likewise, an A/P Invoice created for this item will create new layers in OINM. These records however, do not carry information as to the open quantities and the current costs per open layer. In order to determine the next available FIFO layer, its remaining quantity and cost, the user needs to run a report on OINM using this query.

———–

/* Unlike items managed by Moving Average and Standard valuation methods, the item cost of items managed by FIFO are only accessible through OINM. This query will enable the user to find the next item cost for a given item numbermanaged by FIFO. */

Select Top 1 T0.HTransSeq, /* The highest transaction number represent the highest revaluation line for a given layer. Selecting the top 1 when order desc will enable to select the last revaluation of the layer */

T0.Transtype, /*Provide the information on the origin of the layer*/

T0.Base_REF, /* Provide the document number when exists */

T0.ItemCode, /* Item number */

T0.calcprice, /* Cost price */

T0.openqty, /* available qty for the layer */

T0.BaseCurr, /* currency of the transaction */

T0.TransSeq, /* Layer number */

T0.HTransSeq /* Highest revaluation of a given layer */

From

OINM T0

Inner Join

OITM T1 on

T0.Itemcode = T1.Itemcode

Where T1.Evalsystem =’F’ and /* check only the item manage by FIFO */

T0.openqty > 0 and /* exclude the layers where the open quantity is null */

T0.itemCode = ‘FIFO3’ and /* Select Specific item number */

T0.Warehouse = ‘[%0]’

Order by

T0.HTransSeq desc /*Order desc enable to select the last layer revaluated */