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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.
Jimmy Witcher, COO, Merrick
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Posts Tagged ‘manhattan’

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:


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. 




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


Epicor Consulting

Friday, July 5th, 2013

Epicor 9 Consulting, Upgrades & Services

Epicor Consulting Services by Clients First Business Solutions
Clients First knows that selecting and implementing an Enterprise Resource Planning (ERP) solution is a major project for a company.  Whether its a replacement for an existing solution or a first time implementation.  Reasons for change can run the gamut and often include supply chain management, sales, customer relationship management issues, support, manufacturing or inventory management.  Companies are looking for increased productivity by having ‘one version of the truth’ throughout the organization.  Disparate systems are the cause of many inefficiencies and customer service failures.  Everybody in the organization should be on the same page.
Our Epicor consultants are highly skilled professionals that are more than just ‘wrench turners’.  Most have been in the very positions they are consulting on from running a manufacturing floor, a sales team or being a CFO and Controller.    To be truly successful in our business, you need to be a business analyst first, and technical consultant second. By utilizing this ‘in the field’ experience we can offering continuous improvement in your business processes by our partnership with your organization. We are one of the first Epicor Authorized Partners to be involved with the Epicor Cloud and SaaS deployment options including Epicor Express and Epicor Cloud.  Along with our EverSafe! Business Continuity and Disaster Recovery solution, we can ensure that whether you run Epicor locally or in the Cloud, you will never have to deal with business crippling downtime.
We offer access to a broad group of resources located throughout the United States.  A team of over 40 seasoned professionals allows us to address almost every type of company and industry. 
Clients First Business Solutions is perennially in the Top 20 VAR’s (Value Added Resellers) in Accounting Technology’s and Bob Scott’s annual roundup and for good reason.  With 9 physical offices and a leading Epicor Consulting provider, our growth continues by producing results via our exclusive implementation methodology that results in on time & on budget projects.

Key Skills include but not limited to:

  • Manufacture to Order
  • Job Shops
  • Engineer to Order
  • Distribution Industry
  • Wholesale Distribution including both Durable & Non-Durable such as Food Distribution
  • Customer Relationship Managment (CRM)
  • Make to Order & Make to Stock scenarios
  • Configure to Order
  • Inventory & Production Forecasting
  • Costing
  • Production Planning, Scheduling & MRP (Material Requirements Planning)
  • Case Management & Help Desk
  • Quote & Order Management
  • Purchasing and Procurement
  • Shipping & Receiving including real time integration to both parcel and common carriers
  • EDI
  • Accounts Receivable & Accounts Payable (AR & AP)
  • General Ledger including Financial Reporting Solutions such as XLConnect
  • Service Connect and Business Process Management (BPM) customizations
  • Crystal Reports and Microsoft SQL Reporting Services
  • Dashboard Design and Creation
  • Business Intelligence including EPM and QlikView for Epicor (our exclusive product)
Come see our skills on display at our free demonstration & training video website at

How to Perform Year End Closing in SAP Business One

Monday, November 5th, 2012


SAP Business One Closing Procedures

Performing the year end closing in SAP Business One is not as difficult as it may be in other traditional programs. For tips on preparing for your year end closing, please check out Tips for Year End Closing.

How to Close Your Year

First, check that all periods are in the “Open” state.

In SAP Business One, an open period can have one of three states: Closing Period, Unlocked Period, and Unlocked Except Sales. Go through and verify that none of your periods are in a Locked state. Periods should only be locked once they will no longer be used (ie: after your year end closing).

Second, launch the Period End Closing Tool. This tool is located at : Main Menu → Administration → Utilities → Period End Closing.

You must then select the General Ledger (GL) accounts that need to closed. Select them by clicking the check boxes. After you select the accounts, select the periods to close by choosing the first period of the year in the “From” drop down list, and the last period in the “To” drop down list.

Select the GL accounts for “Retained Earnings” and “Period End Closing”.

Then you must approve the recommended postings. Once completed, you will need to confirm transactions.

To do this, simply run the Balance Sheet Report for the last day of the previous year, and the first day of the new year to compare.

Tip: Make sure the check box “Add Closing Entries” is checked for the new year.

Compare the Retained Earnings in the two reports to check that everything was closed correctly at year end.

And that’s all! SAP Business One makes this process much simpler than it has historically been – Performing year end closing has never been this easy.

Setting Security on Right Click Functions in Epicor 9

Monday, June 4th, 2012

In Epicor 9 — Preventing users from accessing screens they aren’t authorized for through right clicking or the ‘Actions’ Menu

This came from a great thread at the Epicor forums at IT Toolbox


Does anyone know if it is possible to apply security settings for access to the various form elements within the ‘Actions’ menus?

For example we may want to disallow access to certain users/groups to something like the Check Out/Check In options available from the Revision tab in Part Maintenance. For this particular example a quick look at Process Security returns a massive list of processes from which I couldn’t find anything relating to Part Revision. I used tracing when trying a Check Out and it looks like the process is PartRevCheckoutEntry which I can’t see in the list.
I’m wondering if it is even possible to ‘lock down’ access to the various Actions menus.

Has anyone else looked into this or does anyone have any ideas if it’s possible? Epicor version 9.05.603


Process Calling Maintenance allows you to specify the Menu ID that will be used when an Action is invoked – basically, it lets you specify what Menu reference will be run for that action. In your case, create a new Menu Entry – add it to the parent node called “Processes” – and have your new menu entry call the DLL referenced in the “Process Calling” dialog as the “Process Key”. For this discussion, assume that your new Menu record is UD0010. Now, add a Security code for use on UD0010 (or use an existing Security code) and setup the Security you want to apply when that menu item is executed.

Once you have created Menu ID UD0010, go into Process Calling Maintenance and create a new Process Calling record. The “Called Process Reference” value must match the value displayed for the “Process Key”. The “Called From” value is optional but it is usually best to add the value from the “Calling App” field displayed in the “Process Calling” dialog. If “Called From” is left empty, any Action on any UI that references the same “Process Key” will redirect to the Menu ID specified on this Process Calling record. Finally, add your new Menu ID – UD0010 – to the Process Calling record and save the record.

Close down the Client and then start it back up. If you set everything up correctly, the “Process Calling” dialog will now show your Menu ID – UD0010 – as the Menu ID that will run for the invoked Action. All the information from this Menu ID is used – not just the Security setup – so it is possible to run a completely different UI from the one Epicor has setup (extremely rare usage). A more common usage of this feature is for Security management or to add a customization to the form being called and only invoke that customization when called from a specific UI.

For example, you might want a Customization on Memo Entry when called from Order or Quote Entry but you do not want Memo Entry customized when used everywhere else. In that case, you would setup a new Menu ID for Memo Entry with the customization added and then you would create two Process Calling records – one for Memo when called from Order and one for Memo when called from Quote – and both Process Calling records would reference the new Menu ID.

We hope you find this tip helpful!