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Introducing EBizCharge for Epicor ERP

  Clients First Business Solutions and Century Business Solutions will be partnering together for Century’s latest EBizCharge payment integration to Epicor. EBizcharge is a PCI-compliant option, which provides business owners with strong security for credit card processing and transactions. Featuring the latest encryption and tokenization tools, EBizCharge can provide the best safety for your growing [...]

2018-07-12T11:22:06+00:00 June 22nd, 2018|Epicor|Comments Off on Introducing EBizCharge for Epicor ERP

Introducing Dynamics 365 Business Central

  Microsoft has announced the launch of the newest in their line of Dynamics 365 software, Business Central. Developed as part of their brand of Enterprise Resource Planning (ERP) software, business organization has never been simpler. Business Central promises to provide a single Cloud-based product for all day-to-day business operations. From forecasting to profitability to [...]

2018-05-03T13:41:37+00:00 May 3rd, 2018|Dynamics 365 Business Central (Dynamics NAV)|Comments Off on Introducing Dynamics 365 Business Central

Webinar: Pacejet and Dynamics 365 Finance and Operations Demo

Join us June 5th to find out how Pacejet along with your Dynamics AX 2012, or Dynamics 365 for Finance and Operations can streamline your shipping processes and more! What is Pacejet? The Pacejet shipping software platform integrates with freight, parcel, and more in one multi-carrier solution that saves you time and money and is integrated to Dynamics [...]

2019-01-16T11:39:18+00:00 May 18th, 2018|Distribution, Dynamics 365 for Finance and Operations (Dynamics AX)|Comments Off on Webinar: Pacejet and Dynamics 365 Finance and Operations Demo

Using ODBC with SAP Business One via the Data Transfer Workbench (DTW)

Using ODBC with SAP Business One via the Data Transfer Workbench (DTW) If you’ve ever wanted to import data into Business One (B1) directly from another data source such as SQL Server, Access or some other data source that supports ODBC (Open Database Connectivity) there is a new article on how to do this as [...]

2019-01-16T11:48:37+00:00 May 21st, 2018|General ERP articles, SAP Business One|Comments Off on Using ODBC with SAP Business One via the Data Transfer Workbench (DTW)

What’s New in Epicor 10.2?

Epicor is getting ready to roll out Epicor ERP Version 10.2 to it's multi-tenant cloud SaaS customers and will soon make it available to the on-premise population as well.  In preparation for this we have put together this high level list of key new functionality.  It's not comprehensive as there are hundreds of smaller improvements [...]

2018-04-27T19:25:04+00:00 February 26th, 2018|Epicor|Comments Off on What’s New in Epicor 10.2?

SAP Business One Add Actions to your HANA Dashboards

Are you already using SAP Business One dashboards? If you are, you will be fascinated that there is more information you can gather by adding “Actions” to your dashboards! These actions allow you to quickly gain insight from the data that displays in a dashboard. In the example below, I added the following “Actions” to [...]

2019-01-16T11:48:37+00:00 May 1st, 2018|General ERP articles, SAP Business One|Comments Off on SAP Business One Add Actions to your HANA Dashboards

Free Copy of SAP Business One To Go for Version 8.8 Available

Free Copy of SAP Business One To Go for Version 8.8 Available We’ve just uploaded the latest version of the always excellent SAP Business One To Go document for version 8.81  This includes all of the latest capabilities and new functions.  You can think of this as the comprehensive product manual that doesn’t really exist [...]

2019-01-16T11:48:37+00:00 May 21st, 2018|General ERP articles, SAP Business One|Comments Off on Free Copy of SAP Business One To Go for Version 8.8 Available

Auto Numbering Of SAP Business One Master Files

Auto Numbering Of SAP Business One Master Files In version 8.82, you are now able to auto number Master files – Customer, Vendor and Items. The screenshots below, display how to setup auto number for Customers. The same would also apply for vendors and items. To Start: Go to – Administration -> System Initialization -> [...]

2019-01-16T11:48:37+00:00 May 21st, 2018|General ERP articles, SAP Business One|Comments Off on Auto Numbering Of SAP Business One Master Files

SAP Business One Creating a User Defined Field for Marketing Documents – Basic

SAP Business One Creating a User Defined Field for Marketing Documents – Basic Backup your database. Get everyone out of the system. Create a UDF (User Defined Field) (Tools->User-Defined Fields) at the marketing document header by clicking on the yellow (or gold) arrow to the left of the Marketing Documents row. Look for the row below that [...]

2019-01-16T11:23:58+00:00 May 18th, 2018|SAP Business One|Comments Off on SAP Business One Creating a User Defined Field for Marketing Documents – Basic

User Defined Prompts in SAP Business One Queries

Customizing the prompts in Business One Queries SAP Business one provides a powerful way to prompt users for parameters when running a query you define.  One tip is the ability to change the name of prompting text from the default to something more meaningful. This method, gives you the ability to define any table/field combination [...]

2019-01-16T11:48:37+00:00 May 16th, 2018|General ERP articles, SAP Business One|Comments Off on User Defined Prompts in SAP Business One Queries

SAP Business One Common Table Names and Queries

/* Business Partners */ SELECT * FROM OCRD /* Chart of Accounts */ SELECT * FROM OACT /* Item Master */ SELECT * FROM OITM /* Terms Codes */ SELECT * FROM OCTG /* Business Partners and their assigned payment terms */ SELECT OCTG.PymntGroup, OCRD.* FROM OCRD LEFT OUTER JOIN OCTG ON OCRD.GroupNum = [...]

2019-05-14T09:51:09+00:00 May 16th, 2018|General ERP articles, SAP Business One|Comments Off on SAP Business One Common Table Names and Queries

Epicor 9 and Epicor 10 Financials Tips & Tricks

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 [...]

2019-05-14T09:13:14+00:00 May 15th, 2018|Epicor|Comments Off on Epicor 9 and Epicor 10 Financials Tips & Tricks

Acumatica Implementation: Features with Less Complex Implementation

Clients First is an Acumatica ERP Partner in part, due to it's simplicity in implementation.  Many companies need a simplistic business software solution, but loads of functionality.  After 20 plus years in this industry we know the trials and tribulations of ERP implementations and the pitfalls that have ensnared unsuspecting companies. We understand that frustration [...]

2018-05-04T22:18:10+00:00 May 4th, 2018|Acumatica, Professional Services|Comments Off on Acumatica Implementation: Features with Less Complex Implementation

What’s new in Epicor 10.1

Here is a presentation of what’s new in Epicor ERP 10.1 along with the text content below the presentation for easier searching. Powered by PdfSR.com Download Document   Key Features Expanded financials: Bank statement processing, Deferred accruals, Asset Revaluations, Global COA, Statistical data, Multiple budgets, AR Reconciliation…  Country Specifics: Belgium CSF, Expanded Germany, USA [...]

2018-04-23T22:01:57+00:00 February 26th, 2018|Epicor|Comments Off on What’s new in Epicor 10.1

Insights 2018 – Epicor Customer Conference Save the Date!

May 21-24, 2018      Gaylord Opryland Resort and Convention Center, Nashville, TN http://www.epicor.com/customers/insights/default.aspx Please reserve the date: This year the Epicor Insights 2018 is being held in Nashville, TN.     Epicor Insights is a yearly gathering of over 3000 Epicor Customers, Epicor Partners, and Epicor Employees.   The Epicor conference is hosted by the Epicor Users Group and [...]

2018-04-27T19:27:32+00:00 December 29th, 2017|Epicor|Comments Off on Insights 2018 – Epicor Customer Conference Save the Date!
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