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Posts Tagged ‘tips & tricks’

Create a Unique Look & Feel for each Sage ERP 100 (MAS 90, MAS 200) Company Code

Wednesday, April 10th, 2013


Make is easy to keep track of which company you are in.

Have you ever accidentally started entering live information in a historical or backup company because you forgot to switch companies?

Sage 100 ERP (MAS 90/200) version 4.4 and newer allows you to control the background color for each company. This Sage 100 ERP (MAS 90/200) tip will provide you the steps to change the background color for a company.

  • Go to Library Master > Main > Company Maintenance
  • Select your company code (I’ve used company XYZ)
  • Click on Tab #2 Preferences
  • Towards the bottom of the screen look for Background Color and check the box for “Enable Company Specific Background Color”
  • Then click on the Select Color”



·     A color pallet window will appear where you can select a background color.

o  Tip: You may want to select a somewhat muted color Very Dark or very bright colors can make it difficult to read the text on the screens.





·     You can select a color from the choices on the Color window, or you can click on “Define Custom Colors to get a larger range of colors






·     Click on OK when you have a color you like

·     Note that when you go back into Sage 100 ERP the main screen and any Library master screens do not change because they are global to all companies in Sage 100 ERP; however any screens that you launch within other modules will have your company specific background color displayed

*Note, we are not responsible for poor taste in color coordination as you can see below Smile






We hope you found this tip useful.  Hit the chat button below if you need our assistance with anything.

Slow Epicor 9 Reporting Performance

Thursday, February 28th, 2013

My Reports are taking a long time to print – A common problem we see with customers we pick up that were installed prior to our involvement.

Steps to Address

  • On the application server, make sure you disable any type of ‘On Access Virus Scan’ for all directories that relate to where the XML results of the associated BAQ are being left and to the Crystal Report Definitions.  you can include them in your periodic virus scans which are usually once per day.  If you don’t do this, every single time reports are run from any user, your anti virus engine is firing up causing a significant spike in hard drive and CPU utilization


Enhanced Manufacturing Functionality in Microsoft Dynamics AX 2012

Friday, December 28th, 2012

Changes to the job scheduling functionality for discrete manufacturers in AX 2012

Definitions of AX 2012 terms used in this article:

  • Resources: A machine, tool, employee, vendor, or location that is used to complete an operation within a manufacturing environment.
  • Capability: The ability of a resource to perform a given activity relevant to production.
  • Operations: Tasks that must be completed to produce a finished product.
  • Routes: The flow of operations that are required to produce a finished product.
  • Job Scheduling: Used to plan for the actual production process in such a way that each operation in the production route is assigned a starting and ending date and time.

New to the 2012 release of Microsoft Dynamics AX is the ability to schedule resources within the production control module via capabilities. This allows for greater flexibility in the scheduling of resources in Microsoft Dynamics AX 2012 vs. previous releases of the software due to the fact that the selection of the resources required for the production of a item are delayed until job scheduling is run.

Resources and capabilities replace the work center and task group functionality that were available in previous versions of Microsoft Dynamics AX.


ABC Manufacturing Corporation has 4 identical milling machines. ABC wants to be able to run production scheduling weekly for the upcoming week to firm production plans 1 week in advance.

ABC Manufacturing creates a capability called “milling” and assigns it to the 4 machines. They also assign this capability to all production operations that require milling to be completed. Utilizing this capability, Microsoft Dynamics AX 2012 will schedule the jobs on the different milling machines for the week based on availability.

Setting up capabilities to schedule production is a 3 step process:

  1. Create the capability. Go to Organization administration > Common > Resources > Resource Capabilities. Click the New button to add the capability.
  2. Step 2: Assign the capability to the different resources within AX. Go to Organization administration > Common > Resources > Resources. Click on the Capabilities fast tab to add the capability created in the previous step to the resource. Click the “Add” button.
  3. Step 3: List the required capabilities within the production routes and operations within AX. Go to Production control > Setup > Routes > Operation. Find your milling machines and click on the Resource Requirements tab and add a new requirement of type “capability”. Select the capability created in step 1. Repeat this for all 4 milling machines.

Congratulations, assuming all other production module setups are in place, you are now able to assign products to operations that utilize the new capabilities functionality within Microsoft Dynamics AX 2012. For a more detailed look at this functionality, or if you have questions, contact your local Clients First Dynamics AX professional.

Thank you and good luck!

Aaron Murch, CPIM

Consultant, Clients First Business Solutions

Last used records in Epicor 9

Monday, December 3rd, 2012

Quickly jumping to recently used records in various screens

Many Epicor screens keep track of the data you have been using. This history is found on the File menu.

The first time you open a screen like Customer maintenance the File menu looks like this:


Look up Addison, Boeing and Dalton. Close the Customer Maintenance screen.

Reopen the Customer Maintenance screen and look at then File menu. Notice the three customers listed below the Exit.


Click on the Addison line and Epicor will load the Addison information into Customer Maintenance.

This functionality is similar to how most Microsoft Office programs show you recently used documents.  You’ll find it a big timesaver when working on ‘chunks’ of records.

Microsoft Dynamics NAV Year End Closing Procedures and Check List

Wednesday, October 24th, 2012

Closing Microsoft Dynamics NAV (Navision)

Dynamics NAV Year End Closing Checklist

As we approach the end of the calendar year and for many companies, the end of their fiscal year, this topic is always a popular one.

Here is a checklist for you to work through as you close the year.  Feel free to contact us through the chat option below if you have questions.  We hope you find this useful.

Year End Checklist for Microsoft Dynamics NAV (Navision)