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 [...]

2018-04-23T22:24:53+00:00 May 8th, 2015|Epicor|Comments Off on Epicor Embedded Education…What is it?

What new features are there between Dynamics NAV (Navision) versions?

Microsoft has a great (but somewhat hidden) page that allows you to compare the differences in features and functionality between the version of Microsoft Dynamics NAV you are on and the version you may be considering between versions 4.0 to the latest 2015.  If you are on a version older than 4.0, contact us and [...]

2015-03-12T11:28:49+00:00 March 12th, 2015|General ERP articles|Comments Off on What new features are there between Dynamics NAV (Navision) versions?

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, [...]

2014-08-12T13:52:01+00:00 August 12th, 2014|Epicor|Comments Off on Oil and Gas Industry ERP and Epicor

Microsoft Dynamics ERP–Growth Statistics

  The latest statistics are out relative to the overall install base, unit and percentage growth of all four Microsoft Dynamics ERP and CRM products. This includes: Microsoft Dynamics AX Microsoft Dynamics GP Microsoft Dynamics NAV Microsoft Dynamics SL Microsoft Dynamics CRM The conclusion is hands down Microsoft Dynamics NAV is the install base leader.  [...]

2014-03-03T09:06:42+00:00 March 3rd, 2014|General ERP articles|Comments Off on Microsoft Dynamics ERP–Growth Statistics

Things Sage ERP 100 Can Do

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. [...]

2013-10-09T14:10:41+00:00 October 9th, 2013|SAGE|4 Comments

Getting Financing–How a New ERP System Can Help

This article on our Microsoft Dynamics AX site is actually a applicable to anybody considering purchasing any new ERP system. It discusses the benefits of how a modern ERP solution can significantly impact how your bank and other financial backers view your business and can increase the odds of you getting the financing you are [...]

2013-09-19T09:11:41+00:00 September 19th, 2013|General ERP articles|Comments Off on Getting Financing–How a New ERP System Can Help

What is ERP and What Can ERP Do for Me?

We’ve created a new microsite around the definition of ERP software.  It’s a site that explains how it differs from just Accounting software or something as simple as Quickbooks.  The site also specifically talks about Microsoft Dynamics AX and has links to our various video and other content including our specialties in MRO (Maintenance and [...]

2013-07-31T11:20:15+00:00 July 31st, 2013|General ERP articles|Comments Off on What is ERP and What Can ERP Do for Me?

Inventory Planning Software – The 5 Signs You Need It

Sure tell signs that you need a way to better manage inventory   A great article written by Andi Conti from our Texas office over at our http://www.clientsfirst-ax.com/ sister site dedicate to our Microsoft Dynamics AX practice.  The article itself is product neutral and applies to any ERP software you may be using. The key issues covered [...]

2013-07-15T11:17:48+00:00 July 15th, 2013|General ERP articles|Comments Off on Inventory Planning Software – The 5 Signs You Need It

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 [...]

2013-07-05T13:19:54+00:00 July 5th, 2013|Epicor|Comments Off on Epicor Consulting

Return Receipts for your Email that Actually Works..

Tracking when somebody reads your emails you sent. By Mark Chinsky You are probably familiar with the option in most traditional email applications like Microsoft Outlook for requesting a ‘return receipt’ to your emails.  You are also aware that with most email clients, this means that when a person opens you email with this turned [...]

2013-06-24T15:13:00+00:00 June 24th, 2013|General ERP articles|Comments Off on Return Receipts for your Email that Actually Works..

Avoid the Perils of ZIP Code-based Sales Tax Management

Sales Tax Audits are on the Rise While originally implemented by the US Postal Service in the 1960’s to increase accuracy in mail delivery, ZIP (Zone Improvement Plan) codes have many uses today. Not only do they help our holiday cards get delivered to our loved ones, they also connect us online with the nearest [...]

2013-04-26T14:58:54+00:00 April 26th, 2013|Epicor|Comments Off on Avoid the Perils of ZIP Code-based Sales Tax Management

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

  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 [...]

2013-04-10T13:28:01+00:00 April 10th, 2013|General ERP articles|Comments Off on Create a Unique Look & Feel for each Sage ERP 100 (MAS 90, MAS 200) Company Code

Epicor 905.700 Schema. What’s changed?

Below is a document outlining all of the tables of Epicor 905.700 and color coded tables and fields that have been added, changed, or removed as well as tables. This should be helpful if you are contemplating a 905.6x to 905.7x upgrade and want to know if any of your customizations might be impacted by [...]

2013-03-20T14:44:38+00:00 March 20th, 2013|Epicor|Comments Off on Epicor 905.700 Schema. What’s changed?

Sage Alchemex recognizes Clients First for its lead in implementing Sage 100 ERP Intelligence Reporting

The financial and business reporting solution formally known as Sage MAS Intelligence (SMI) has been a successful solution for our clients and our staff Sage has just published a success story whitepaper on how Clients First Business Solutions as become a leader in the channel in deploying the Sage 100 ERP Intelligence Reporting solution.  The [...]

2013-03-08T10:25:59+00:00 March 8th, 2013|General ERP articles|Comments Off on Sage Alchemex recognizes Clients First for its lead in implementing Sage 100 ERP Intelligence Reporting

Sage 100 ERP Consulting

Do you need Consulting and Implementation Help with Sage ERP 100? Sage 100 ERP (formally known as Sage MAS 90 & Sage MAS 200) requires a team of professionals certified in Sage ERP 100.  ERP 100 is a comprehensive solution that can only truly be maximized via the use of professionals with extensive experience in [...]

2013-02-12T20:59:00+00:00 February 12th, 2013|General ERP articles|Comments Off on Sage 100 ERP Consulting

Why so many CRM implementations FAIL…

What to do to avoid this Here is a great articles from Forbes.com.  It explains what I’ve known for a long time but puts is in your face very succinctly. Fundamentally, most Customer Relationship Management systems, when implemented, often end up being overpriced contact managers.  A place to store company names & addresses.  This is [...]

2013-01-02T08:50:40+00:00 January 2nd, 2013|General ERP articles|Comments Off on Why so many CRM implementations FAIL…