Epicor

Epicor Embedded Education…What is it?

Epicor ERP 9 and Epicor ERP 10 (Formally Vantage and Vista) offer a unique module called “Embedded Education”.  We have found many customers are confused by what it is and why they might want it. Out of the box, Epicor includes one of the most robust online Help systems available.  It includes native English well [...]

2019-06-20T13:30:24-08:00May 8th, 2015|Epicor|Comments Off on Epicor Embedded Education…What is it?

Clients First Selected as a “VAR Star” again for 2014

We are proud to announce that Clients First Business Solutions was once again selected for this prestige award and membership in an elite group of the top 100 VAR’s in the United States.  This is the 8th year in a row we made the list and again are in the top 20 of the 100 [...]

2019-06-14T09:58:34-08:00January 21st, 2015|Epicor, SAGE, SAP Business One|Comments Off on Clients First Selected as a “VAR Star” again for 2014

Epicor ERP 10 (and 9) Product Configurator

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 [...]

2019-06-20T13:52:26-08:00December 2nd, 2014|Epicor|Comments Off on Epicor ERP 10 (and 9) Product Configurator

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 [...]

2019-07-01T11:57:56-08:00November 7th, 2014|Epicor|Comments Off on Epicor 9 and Epicor 10 Financials Tips & Tricks

Oil and Gas Industry ERP and Epicor

Using Epicor ERP 10 (and 9) in the Oil & Gas Industries Oil and Gas industry companies often have a diverse set of requirements.  For many ERP systems, meeting all these requirements is either impossible, or requires a multitude of third party ‘add ons’ to close the functional gaps.  Some systems handle field service well, [...]

2019-06-21T09:11:36-08:00August 12th, 2014|Epicor|Comments Off on Oil and Gas Industry ERP and Epicor

Editing a BAQ (Business Activity Query) someone else created

Epicor Quick Tip The question: Is there a way that you can edit a BAQ that was created by another user without having to copy the BAQ and renaming it?   Answer: In the BAQ Editor, Under action > select change author

2019-07-11T05:24:01-08:00June 12th, 2014|Epicor|Comments Off on Editing a BAQ (Business Activity Query) someone else created

10 Reasons to Upgrade to Epicor ERP 10

BLAZING PERFORMANCE   Increased performance has been one of the key objectives of the Epicor ERP 10 release. Performance can be interpreted as the speed and efficiency with which transactions are processed. Internal testing and feedback from early adopters has shown substantial increases in transactional speed particularly at higher volumes—for example the server response time for [...]

2019-07-02T05:01:20-08:00May 12th, 2014|Epicor|1 Comment

Apax Partners Looking to Sell Epicor Software Corp

According to the Wall Street Journal, Apax Partners, owner of Epicor Software is looking to sell the company.  It was pretty well known when Apax bought Epicor and Activant a few years back and combined them that it was a relatively short term play to increase the value and then sell the company. At the [...]

2019-06-20T13:21:15-08:00May 6th, 2014|Epicor|3 Comments

Epicor ERP Version 10 is HERE!

  This is the official name for Epicor’s new version being released. This new version is being billed as better, faster and easier. The version is based on 5 Principles. These 5 Principles are Collaboration, Choice, Responsiveness, Simplicity and Mobility. The collaboration principle incorporates Social Enterprise, Commerce Connect and ERP for everyone. Some specific points [...]

2014-04-28T09:00:00-08:00April 28th, 2014|Epicor|Comments Off on Epicor ERP Version 10 is HERE!

Epicor 9 – BAQ Report Template

In Epicor 9, creating a new a new Crystal Report is much easier than in the past.  Epicor even creates a blank crystal report with headings.   You can make even easier by updating the BAQ report template to your corporate standard.     Go to Epicor > Executive Analysis > General Operations > BAQ Report Designer    [...]

2014-04-03T11:16:09-08:00April 3rd, 2014|Epicor|Comments Off on Epicor 9 – BAQ Report Template

Insights 2014 – Epicor Customer Conference

  April 27-30, Mandalay Bay, Las Vegas, NV http://www.epicor.com/Customers/Insights   This year the Epicor Insights 2014 is being held in Las Vegas, NV.     Epicor Insights is a yearly gathering of over 4000 Epicor Customers, Epicor Partners, and Epicor Employees.   The Epicor conference is hosted by the Epicor Users Group and Epicor Corporation.   Why [...]

2014-01-22T09:56:50-08:00January 22nd, 2014|Epicor|Comments Off on Insights 2014 – Epicor Customer Conference

Epicor 9 Quick Tip

Inquiry History Some Epicor screens keep track of the data you have been using.  This works very similar to who Microsoft Office works.  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 [...]

2019-06-20T13:58:02-08:00October 9th, 2013|Epicor|Comments Off on Epicor 9 Quick Tip

Last Used History

Getting to recently used records Some Epicor screens keep track of the data you have been using.   This history is found on the File menu. It’s a fairly common feature in most modern Windows applications like Microsoft Word or Excel. The first time you open a screen like Customer maintenance the File menu looks like [...]

2013-08-15T16:14:00-08:00August 15th, 2013|Epicor|Comments Off on Last Used History

Themes and Styles in Epicor 9

How to differentiate between Companies in Epicor Epicor 9/9.5 is very flexible to meet your corporate structure. You can have multiple databases, multiple companies in one database, multiple plants with in a company, and any combination of the above. A company can also create copy of the production database for testing or for archival reasons. [...]

2019-06-21T07:08:42-08:00July 12th, 2013|Epicor|Comments Off on Themes and Styles in Epicor 9

Epicor Email Integration

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 [...]

2019-06-14T05:02:42-08:00July 6th, 2013|Epicor|Comments Off on Epicor Email Integration

Epicor Consulting

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 [...]

2019-08-28T13:08:35-08:00July 5th, 2013|Epicor|Comments Off on Epicor Consulting