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 [...]

2018-05-18T15:28:35+00:00 May 18th, 2018|SAP Business One|Comments Off on SAP Business One Creating a User Defined Field for Marketing Documents – Basic

‘Petya’ Ransomware Outbreak Goes Global

As you are may be aware, 'Petya' is the latest global Ransomware outbreak.  Just a month ago it was WannaCry.  Petya does WannaCry one better.  Instead of merely encrypting all your data files on all vulnerable servers and computers on your network, it makes them unbootable without paying the ransom and even then the odds [...]

2018-04-23T22:01:57+00:00 June 28th, 2017|Epicor, SAGE, SAP Business One|Comments Off on ‘Petya’ Ransomware Outbreak Goes Global

Microsoft Azure… Epicor, Microsoft Dynamics NAV & AX and SAP Business One now has a Cloud Answer

Microsoft Azure is the perfect solution for hosting your ERP System. In the past there were stand alone data centers that would let you install your solution. However, they were essentially remote fixed servers. The same as hosting in your office, just at a more secure or robust location. After spending over $20 Billion Dollars!, [...]

2018-04-23T22:01:58+00:00 March 13th, 2017|Epicor, SAP Business One|Comments Off on Microsoft Azure… Epicor, Microsoft Dynamics NAV & AX and SAP Business One now has a Cloud Answer

SAP Business One.. To Go Version 9.2

This detailed document (Over 250 pages) for SAP Business One, Version 9.2 is the latest iteration of this overview which goes through module by module, screen by screen for most setup and configuration and use cases for SAP Business One. Here you should be able to find whatever you need for your SAP Business One [...]

2018-04-23T22:01:58+00:00 March 6th, 2017|SAP Business One|Comments Off on SAP Business One.. To Go Version 9.2

Microsoft SQL Server 2008 End of Life June 30, 2016

Microsoft no longer will support SQL Server 2008 or 2008r2.  It does not mean it will stop working, but it does mean that there will be no more support, no patches, no fixes, no security holes fixed and no support for any new operating systems. If you haven't done so, it's critical that you update [...]

2018-04-23T22:24:53+00:00 July 15th, 2016|Epicor, SAGE, SAP Business One|Comments Off on Microsoft SQL Server 2008 End of Life June 30, 2016

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 [...]

2015-01-21T09:13:41+00:00 January 21st, 2015|Epicor, SAGE, SAP Business One|Comments Off on Clients First Selected as a “VAR Star” again for 2014

Making Compliance a Certainty in Manufacturing/Distribution

We’ve all heard the saying about “death and taxes”, and, as the quote would imply, sales tax affects nearly every business in one way or another. Manufacturers and distributors are no exception. Even if the majority of your sales are exempt, sales tax management is still time consuming and error prone, and if not managed [...]

2013-09-04T20:45:15+00:00 September 4th, 2013|SAGE, SAP Business One|Comments Off on Making Compliance a Certainty in Manufacturing/Distribution

New SAP Business One Brochure

Check out the latest brochure for Clients First’s SAP Business One practice.  The brochure describes the business objective, details on the application, the benefits of those to your business and some quick facts. It’s an interesting document as it almost works as a portable website and navigates cleanly with menus and buttons. Check it out, [...]

2013-08-15T10:56:40+00:00 August 15th, 2013|SAP Business One|Comments Off on New SAP Business One Brochure

What’s new in SAP Business One 9.0

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 [...]

2013-06-09T19:30:07+00:00 June 9th, 2013|SAP Business One|Comments Off on What’s new in SAP Business One 9.0

Link a Customer and/or Vendor to a specific GL account in SAP Business One

  Automatically apply a GL Income or Expense account when invoicing a customer in SAP B1   A customer recently approached one of our Implementation Consultants and asked, “How can I track revenue/expenses to a specific P&L GL account by customer/vendor?” While the Accounting Tab of the Business Partner Master allows the user to define [...]

2013-05-16T16:56:15+00:00 May 16th, 2013|SAP Business One|1 Comment

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

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 [...]

2013-04-10T11:22:41+00:00 April 10th, 2013|SAP Business One|Comments Off on SAP Business One Tip – How to determine the next available FIFO layer and its remaining quantity?

SAP Business One – Open Receivables balance by Customer Query

  SAP Business One Support and Tips Here's a quick tip.  Use the query below to get a nice report of one line per Group, per Business Partner of their current open Balance.  You can sign up for many tips like this at our new SAP Support Site at: business-one-sap.com If you need help with [...]

2013-04-02T09:45:09+00:00 April 2nd, 2013|SAP Business One|Comments Off on SAP Business One – Open Receivables balance by Customer Query

SAP Business One Tip- Drill down on Back Orders based on Sales Order Rows

  The query below will let you create a query based report that will list all Sales order Rows that have a back order associated and let you drill down into the details as well.  This is fast and simple.  Just copy and paste into your query generator   Query Generator - Back Order Sales [...]

2013-02-16T15:28:19+00:00 February 16th, 2013|SAP Business One|Comments Off on SAP Business One Tip- Drill down on Back Orders based on Sales Order Rows

Types of Inventory and Inventory Accounts for manufacturing company

Setup Tips In a Manufacturing company, you start from purchasing raw materials and end up selling finished products:  Purchase Raw Material >--(convert)--> Work-In-Process >--(convert)--> Finished Goods >>>>Sales of Finished Goods Thus, there are 3 types of inventory for a typical manufacturing company: 1) Raw Material Inventory - raw material to be used as input in manufacturing process 2) Work-in-Progress (WIP) Inventory - Goods which [...]

2013-02-04T11:54:56+00:00 February 4th, 2013|Epicor, SAP Business One|Comments Off on Types of Inventory and Inventory Accounts for manufacturing company

Core Improvements coming to SAP Business One

Business Intelligence for SAP Business One Among the highlights. Cloud Offering for SAP Business One SAP Business One will be launched in the cloud in the first half of 2012.  This marks a significant evolution of the subscription-based hosting program for SAP Business One, which was launched earlier this year in some markets as a [...]

2012-01-26T14:01:00+00:00 January 26th, 2012|SAP Business One|Comments Off on Core Improvements coming to SAP Business One

Credit Card Security Standards- An Overview Video

Wayne Shulz of Shulz Consulting found this very informative video on Credit Card Industry security requirements and how it applies to Sage MAS90 and MAS200.  It really applies to any application that electronically process credit cards however.

2010-02-08T10:24:21+00:00 February 8th, 2010|Industry Insights, Microsoft Dynamics AX, Microsoft Dynamics NAV, SAP Business One|Comments Off on Credit Card Security Standards- An Overview Video